Tools and Calculators
By completing this, I begin the discovery process that allows me to gather critical family and financial information about you. It helps you and I gain an understanding of your family and financial situation as well as your priorities and concerns for the future.
Get a financial “snapshot” of what you own (your assets) and what you owe (your liabilities).
Calculate the value of your savings over time using a variety of rates of return.
Find out how much of a difference the new capital gains tax exemption makes when you donate stocks to qualified charities.
Find out how easy it is to build your assets by making a regular commitment to saving.
See how much your savings today would be worth 10 or 15 years from now.
Determine your minimum annual RIF, LIF or LRIF payments at various ages throughout retirement.
Calculate the combined after-tax retirement income for you and your spouse in this single, convenient statement.
Estimate your retirement expenses while taking inflation into account.
Based on your estimated retirement income and expenses, see whether you will have an income surplus or an income gap at retirement.
A quick summary of all your expenses.
A more detailed look into all your expenses and versus your net income and the surplus (or deficit) after all is said and done.
A tool to look at your current investment status as it relates to your investment goals and risk tolerances.
A great web-site, linking you to a number of useful financial calculations.
