Broker Check
  • 950 Tharp Road, Bldg 100, Suite 101 - Yuba City, CA 95993
  • 530-674-1150

All Calculators

RETIREMENT

  • A Look at Systematic Withdrawals
  • Saving for Retirement
  • My Retirement Savings
  • Roth 401(k) vs. Traditional 401(k)
  • Inflation & Retirement
  • Potential Income from an IRA
  • Estimate your RMD
  • Annuity Comparison

ESTATE

  • What is my Life Expectancy?
  • What is my Current Net Worth?
  • What is my Potential Estate Tax?

INVESTMENT

  • Taxable vs. Tax-Deferred Savings
  • How compound Interest Works
  • What is my Risk Tolerance?
  • What is the Dividend Yield?
  • Impact of Taxes and Inflation
  • Saving for College
  • Contributing to an IRA

INSURANCE

  • Assess your Life Insurance Needs
  • Lifetime of Earnings
  • Disability Income
  • Long Term Care Needs

TAX

  • Federal Income Tax
  • Capital Gains Tax Estimator
  • Comparing Investments
  • Social Security Taxes
  • Tax Freedom Day
  • Home Mortgage Deduction

MONEY

  • What is my Current Cash Flow?
  • Historical Inflation
  • Paying Off a Credit Card
  • Doubling Your Money

LIFESTYLE

  • Interested in a Fuel Efficient Car?
  • Should I Buy or Lease an Auto?
  • Should I Pay Off Debt or Invest?
  • How Much Home Can I Afford?
  • Can I Refinance My Mortgage?
  • Comparing Mortgage Terms
  • Bi-Weekly Payments