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Financial Tools & Info
Please visit the collection of financial calculators and informative blog articles below. They will give you insightful information and help propel you towards your investment and retirement goals.
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Related Blog Articles
The Keys to Retiring Early: Learn the Way of the Squirrel
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit Those of us in our prime earning years have had it rough: A housing-market crash, a Great Recession, a historic pandemic....
Metamorphosis into Retirement
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit Retirement is an emotional transition as well as a financial transformation, a declaration of financial independence. After he...
IRAs: Traditional or Roth?
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit IRAs have wonderful tax advantages. The traditional IRA offers the possibility of a tax deduction (depending upon one’s income and tax...
A Guide to Our Trust Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit At their beginning in the 14th century, trusts were used to to defeat the rigid rules of passing on property and the taxes imposed. As...
Retirement Calculators
- Which is better for me, a Traditional IRA or a Roth IRA?
- How much will my Traditional IRA be worth at retirement?
- How much will my Roth IRA be worth at retirement?
- How long will my retirement savings last?
- What rate do I need to support my retirement?
- How much do I need to fund my retirement?
- How much can I spend each month in retirement?
Investment Calculators
- What is the yield on my portfolio?
- How can I save a million dollars?
- What is my investment yield?
- What is my future value worth today?
- What will my investment be worth in the future?
- How much could I save over time?
- What rate would I need to earn on my savings?
- What savings amount should I start with?
- How much should I save each month?