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Calculators & Worksheets: Financial Calculators


These financial calculators can be assist you with various financial activities and decisions:

Don't Delay - Start Saving Today
Credit Card Payoff
College Savings
Taxable VS Tax-Advantaged Instruments
Human Life Value
Life Insurance Calculator
Retirement Shortfall
Home Budget Analysis
Roth vs. Traditional IRA
Long Term Care
Calculator and Paperwork

Calculators & Worksheets: Financial Worksheets

The worksheets that follow can be used to set one's "financial house" in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one. Be sure to contact my office if I can assist you with any of the following areas:

• Budget Organizer
• Balance Sheet
• Bank and Brokerage Accounts
• Retirement Plan Inventory
• Life Insurance Inventory
• Professional Advisors
• Document Checklist
• Personal Property
• Business Disposition
• Funeral Instructions