Calculators and Resources

Here you will find some helpful resources and calculators.  Please note:  the links will direct you to outside Web Pages.  We will do our best make sure that the links are valid and active, however we cannot control a link not working from time to time.

The links are being provided are for information and educational purposes only and we do not warranty any of the information provided.  Please consult with your Advisor/Tax Professional to review your personal circumstances  and receive personalized advice.  

Are you saving enough for retirement?  Use this Tool to help you estimate your Retirement Savings Goals:

https://www.schwab.com/retirement-planning-tools/retirement-calculator

Do you have RMD questions?  Use this Calculator to help you estimate your Required Minimum Distributions for Annual RMDs:

https://www.schwab.com/ira/ira-calculators/rmd

Wondering how much income can you hope to take in retirement?  Use this Tool to help you estimate your Retirement Income:

https://www.schwab.com/automated-investing/retirement-income#panel--full-text-13341  

Saving for College can seem like an overwhelming task.  Use this  College Savings Calculator to  help you create a plan:

https://www.schwab.com/saving-for-college/college-savings-calculator

Are you contemplating buying a home?  Use this Mortgage Rate Calculator to help you estimate your payment and how much you can afford:

https://www.schwab.com/mortgages/rate-calculator