• Cash Flow

    • How long will my money last with systematic withdrawals?
    • Should I pay down debt or invest my monthly surplus?
    • What is my current net worth?

    Home and Mortgage

    • Comparing mortgage terms (i.e. 15, 20, 30 year)
    • Should I refinance my mortgage?
    • Should I rent or buy a home?


    • How much disability income insurance do I need?
    • How much life insurance do I need?
    • What are my long-term care insurance needs?


    • Compare taxable vs. tax-free investment return
    • How do expenses impact mutual fund returns?

    Paycheck and Benefits

    • How will payroll adjustments affect my take-home pay?
    • What is the impact of increasing my 401(k) contribution?


    • Compare a Roth 401(k) to a Traditional 401(K)
    • How much will I need to save for retirement?
    • I'm retired, how long will my savings last?
    • Social security retirement income estimator


    • How much should I save to reach my goal?