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​Business

What are the tax savings of a qualified retirement/cafeteria plan?

​Cashflow

​What is my current net worth?
What is my current cash flow?

​College

How much should I be saving for college?

​Debt

How long will it take to pay off my credit card(s)?
What would my loan payments be?
Which is better: Cash up front or payments over time?
What is the impact of making extra payments on my debt?

Investing

Taxable vs. tax-advantaged savings?
What is my risk tolerance?
What is the long-term impact of increased investment return?

​Life Insurance

What is my life expectancy?
How much will I earn in my lifetime?

​Paycheck and Benefits

How will payroll adjustments affect my take-home pay?

​Qualified Plans

How much can I contribute to an IRA?
Should I convert to a Roth IRA?

​Retirement

How much will I need to save for retirement?
How does inflation impact my retirement income needs?
When should I begin saving for retirement?

​Saving

How long will it take to double my savings?
How long until my savings reach my goal?
How much should I save to reach my goal?
What could my current savings grow to?
Calculate rate of return

Taxation

Federal income tax calculator
Should I adjust my payroll withholdings?
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Home
About Us
Our Team
Contact Us
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Products & Services
Life Insurance
 Disability Income
 Retirement Income Planning
Long Term Care Planning
  
Get a Life Quote
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Calculators
Resources
Business Partners
4611 S. University Dr.
Suite 475
Davie, FL 33328
(954) 290-5142