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Calculators

You can review interesting calculators on my site.

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Newsletters

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • HOT TOPIC: 530A Trump Accounts Officially Open

    A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Car Affordability

    How much can you afford to pay for a car?

  • Lease Payment

    How much would your monthly lease payment be?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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