Helpful Calculators

Automobile Calculators

Should I lease or purchase an auto?What would my auto payments be?Auto loan - Accelerated payoff How much vehicle can I afford?

Cash Flow Calculators

How does inflation impact my standard of living?How much am I spending?How much do I need for emergencies?Should I pay down debt or invest more?How long will my money last?Should my spouse enter the work force?What is my current net worth?What is my projected net worth?What is my current cash flow?What is my projected cash flow?Value of reducing or foregoing expenses.Historical inflation - Compare purchasing power

College Calculators

Advantages of a 529 College Savings Plan What is the value of a college education?When should I begin saving for childs college?How much should I be saving for college?

Credit Calculators

How long will it take to pay off my credit card(s)?How long until my loan is paid off?Should I consolidate my personal debt?What is the impact of making extra debt payments?Should I pay off debts or invest the money?

Insurance Calculators

How much life insurance do I need?What is my life expectancy?

Investment Calculators

Certificate of deposit (CD) laddering strategy How should I allocate my assets?Compare taxable vs. tax-free investment return What is the return on my real estate investment?What is the value of compound interest?Taxable vs. tax-advantaged saving comparison.What is my risk tolerance?

Home & Mortgage Calculators

How much home can I afford?Should I refinance my home mortgage (breakeven)?Mortgage calculator Comparing mortgage terms (i.e. 15, 20, 30 year)Should I pay discount points for a lower interest rate?Should I rent or buy a home?Should I convert to a bi-weekly payment schedule?Compare a no-cost vs. traditional mortgage What are the tax savings generated by my mortgage?Which is better, fixed or adjustable-rate mortgage?Adjustable rate mortgage calculator How do closing costs impact the interest rate?Compare an interest-only vs. traditional mortgage How much can I borrow from my home equity (HELOC)?

Paycheck & Benefits Calculators

How much will my company bonus net after taxes?Convert my salary to an equivalent hourly wage.Convert my hourly wage to an equivalent salary.What is the future value of my employee stock options?Should I exercise my "in-the-money" stock options?What may my 401(k) be worth?What is the impact of increasing my 401(k) contribution?

Qualified Plan Calculators

Should I convert to a Roth IRA?What will my qualified plan be worth at retirement?What is my current year required minimum distribution?What is my projected required minimum distributions?What are my lump sum distribution options?How do I maximize my employer 401(k) match? What is the impact of borrowing from my 401(k) plan?What is the impact of early withdrawal from my 401(k)?I am self-employed, how much can I contribute to a retirement plan?Net unrealized appreciation (NUA) vs. IRA rollover?What are my Stretch IRA distributions?Evaluate my company pension payout options How much can I contribute to an IRA?How much retirement income can my IRA provide?

Retirement Calculators

How will retirement impact my living expenses?How much will I need to save for retirement?Are my current retirement savings sufficient?Social security retirement income estimator How does inflation impact my retirement income needs?I am retired, how long will my savings last?When should I begin saving for retirement?Should I convert discretionary expenses to savings?How much retirement income may my 401(k) provide?Compare a Roth 401(k) to a Traditional 401(K)

Saving Calculators

Becoming a millionaire Income generated by a savings plan.How long will it take to double my money?How long until my savings reach my goal?Save now vs. save later How much should I save to reach my goal?What will my current savings grow to?Calculate rate of return How do taxes and inflation impact my return?What is my effective annual yield?

Taxation Calculators

What is my potential estate tax liability?Federal Income Tax Estimator (Current Year)Should I adjust my payroll withholdings?Will my investment interest be deductible?How much self-employment tax will I pay?Capital gains (and losses) tax estimator Compare taxable, tax-deferred, and tax-free growth How much of my social security benefit may be taxable?What are the tax implications of paying interest?Should I itemize or take the standard deduction?What is my taxable-equivalent yield?Tax freedom day

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Location 3021 E La Jolla St
Anaheim, CA 92806
P: (714) 248-8255
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-MEDICARE to get information on all of your options.

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