Resources
Do you need more information on our financial services? How about key dates, tax planning basics and tips on the benefits offered by property ownership? We're here to help you with it all, and with a simple phone call you'll have us discussing your options and helping you achieve your goals.
But maybe you just need quick access to information on our services. Or maybe you just want to know more about our national and global reach. Or maybe you just prefer to get your information by browsing the internet and reading. If that's the case, then click on the links on the right side of this page and you'll find the information you need. If you don't, or if you have any suggestions for other resources you'd like to see here, let us know. We always welcome your input.
Mortgage Calculators
Mortgage Comparison—15 Years vs. 30 Years: Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Loan Calculator: Use this calculator to determine your monthly payment and amortization schedule.
Refinance Breakeven: Should you refinance your mortgage? Use this calculator to determine when you will breakeven.
Retirement Savings and Planning
Retirement Planner: Quickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA Conversion: This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA: Use this calculator to determine which IRA may be right for you.
Social Security Benefits: Use this calculator to estimate your Social Security benefits.
Tax Calculators
1040 Tax Calculator: Enter your filing status, income, deductions and credits and we will estimate your total taxes for 2010. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April 2011. Please note that this calculator uses the 2010 preliminary tax tables subject to change by the IRS.
Estate Tax Planning: Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Personal Finance
Net Worth: This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Insurance Calculators
Life Insurance Calculator: Find out how much life insurance you really need!
Business Calculators
Breakeven Analysis: Find out how many and what price you must sell your product at to make a profit.
Business Valuation - Discounted Cash Flow: This tool calculates a business valuation based upon the discounted cash flow methodology – illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Cash Flow Calculator: Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Equipment Buy vs. Lease: Should you lease your equipment or finance it? Find out with this calculator!
Financial Ratios: This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Inventory Analysis: Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Working Capital Needs: Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.