Explore our range of tools designed to help you navigate your financial landscape with confidence. From personalized investment strategies to retirement planning, we provide resources that support your goals and offer insights to help you make informed decisions.
Our Resource Hub is designed to support informed decision-making by providing access to educational articles, planning tools, and other helpful resources. These materials are designed to help individuals and families gain a deeper understanding of financial concepts, life events, and long-term planning considerations at their own pace. The Resource Hub serves as a reference point for research and learning, offering timely insights that complement ongoing conversations and planning efforts.
Our library of articles that cover Estate, Insurance, Investment, Lifestyle, Money, Retirement, and Taxes
Roth 401(k) vs. Traditional 401(k) Your retirement income can vary widely depending on what type of account holds your savings and what assumptions are made about overall returns and tax rates during the accumulation and withdrawal periods. Use this calculator to help compare employee contributions to the new after-tax Roth
Bi-Weekly Mortgage Payments There is a way to potentially accelerate your mortgage payoff using a method called Bi-Weekly Mortgage Payments. This program is implemented by dividing your monthly mortgage payment in half and paying it every other week. Use this calculator to compare hypothetical pay-off schedules. Loan Information Original loan
Comparing Mortgage Terms Different mortgage terms and rates can make selecting a mortgage confusing. Use this calculator to help determine the total cost of various mortgage alternatives taking into account the opportunity cost of your money. Loan Amount Amount of loan ($) Mortgage Alternatives and Assumptions Loan1(1 to 40) Loan2(1
Can I Refinance My Mortgage? With interest rates near historic lows, many people have refinanced their mortgages. Does refinancing make sense for you? Use this calculator to help analyze your situation. Current Loan Information Current loan balance ($) Annual interest rate (0% to 40%) Number of months remaining (1 to
How Much Home Can I Afford? When buying a home, mortgage lenders may look your income, assets, and down payment. They also may look at your liabilities and obligations, including auto loans, credit card debt, child support, potential property taxes and insurance, and your overall credit rating. Use this calculator
Should I Pay Off Debt or Invest? When you receive some extra money it may be difficult to determine whether you should invest the funds or use them to pay debt. One financial theory suggests that if your after-tax return on investments is greater than the after-tax cost of your
Ready to gain control of your financial journey? Our resources can help you make informed decisions about your investments and retirement plans. Whether you’re just starting or looking to refine your strategy, our team is here to support you. Let’s build your financial confidence together.
