Check out these free tools

Click the links below to access the tools

Mortgage Calculator

Calculate monthly payments and amortization schedules

Income Tax Calculator

Calculate marginal and effective income tax rates along with estimated annual tax

Long-Term Care Average Cost

Find the average cost of Long-Term Care in your area

Capital Gains Tax Calculator

Calculate capital gain tax rates and amounts


2022 Annual Limits

Income Tax Brackets, Medicare, Social Security, Retirement Contributions, Education

RMD Calculator

Calculate Required Minimum Distributions


College Savings Calculator

Calculate estimated college tuition and savings needs


Life Insurance Calculator

Calculate the amount of death benefit needed to protect your family in the case of an unforeseen death

Disability Insurance Calculator

Calculate the amount of disability insurance needed to replace your paycheck in the event you become disabled

Early Mortgage Payoff

Calculate an early mortgage payoff or lump sum payment

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**The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.