Locations
Sterling Heights (Within Summit Financial)
43409 Schoenherr Road, Sterling Heights, MI 48313
(586) 751-1040
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These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.
How does inflation impact my standard of living?
How much do I need for emergencies?
Should I pay down debt or invest my monthly surplus?
How long will my money last with systematic withdrawals?
Should my spouse enter the work force?
What is my projected net worth?
What is my projected cash flow?
What is the value of reducing, postponing or foregoing expenses?
How much should I be saving for college?
Will I be able to pay back my student loans?
What are the advantages of a Coverdell ESA?
What are the advantages of a 529 college savings plan?
What is the value of a college education?
What are the payments on a parental (PLUS) loan?
How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
What would my loan payments be?
What is the balance on my loan?
Should I consolidate my personal debt into a new loan?
Which is better: Cash up front or payments over time?
What is the impact of making extra payments on my debt?
What is my potential estate tax liability?
2013 federal income tax calculator
Should I adjust my payroll withholdings?
Will my investment interest be deductible?
How much self-employment tax will I pay?
Capital gains (losses) tax estimator
Compare taxable, tax-deferred, and tax-free investment growth
How much of my social security benefit may be taxed?
What are the tax implications of paying interest?
Should I itemize or take the standard deduction?
Should I refinance my mortgage?
Comparing mortgage terms (i.e. 15, 20, 30 year)
Should I pay discount points for a lower interest rate?
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 life insurance do I need?
What are my needs for burial and final expenses?
How much disability income insurance do I need?
What are the chances of becoming disabled?
What are my long-term care insurance needs?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
What is the future value of an annuity?
Which is better, comprehensive plan or high-deductible plan with HSA?
Compare a taxable investment to a tax-deferred investment NEW!
How much will my company bonus net after taxes?
How will payroll adjustments affect my take-home pay?
Convert my salary to an equivalent hourly wage
Convert my hourly wage to an equivalent annual salary
What is the future value of my employee stock options?
Should I exercise my ‘in-the-money’ stock options?
What is the impact of increasing my 401(k) contribution?
What may my 457 Plan be worth?
What is the impact of increasing my 457 Plan contribution?
Evaluate my company pension payout options
How much can I contribute to an IRA?
How much retirement income may an IRA provide?
Should I convert to a Roth IRA?
What will my qualified plan(s) 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 retirement plan?
What is the impact of early withdrawal from my 401(k)?
I’m self-employed, how much can I contribute to a retirement plan?
Net unrealized appreciation (NUA) vs. IRA rollover?
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’m retired, how long will my savings last?
When should I begin saving for retirement?
Should I convert discretionary expenses to savings?
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?
What is the value of a call or put option?
Taxable vs. tax-advantaged savings?
What is the long-term impact of increased investment return?
Certificate of deposit (CD) analyzer
What is the dividend yield on a stock?
How do expenses impact mutual fund returns?
Should I lease or purchase an auto?
Auto purchase – Loan versus 0% dealer financing?
What would my auto payments be?
Should I upgrade to a more fuel efficient vehicle?
Auto loan – Accelerated payoff
How much vehicle can I afford?
Should I refinance my auto loan at a lower rate?
How much can I lower my monthly payment with a new auto loan?
What are the tax savings of a qualified retirement/cafeteria plan?
What are my new business startup costs?
Should I pay or charge monthly, quarterly or annually?
What is the value of my business?
How many units do I need to sell to breakeven?
Should I lease or buy equipment?
What are my business financial ratios?
What is my employee total compensation package worth?
What are my tax savings with Section 179 deduction?
Sterling Heights (Within Summit Financial)
43409 Schoenherr Road, Sterling Heights, MI 48313
(586) 751-1040
