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Calculators & Tools

Free, private tools & resources to help inform & guide you.
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Retirement may start a new phase of your life.
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Re-evaluate based on your goal changes
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Re-evaluate your preparedness on an ongoing basis
One's personal goals, life circumstances change overtime while the economic climate, financial markets change constantly.
Retirement Calculator
Find out how much you need, and when.
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Include current & future savings
Calculate social security & aid inputs
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Maximize your benefits by engaging them at the right time
You may (or may not) know where your retirement money is coming from, but do you know when you should?
Risk Tolerance Calculator
What is your responsible level of investment risk?
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Risk propensity may be used to help assess your asset allocation
This questionnaire may help determine your risk tolerance and determine what would be both wise for your personal comfort and still achieve your goals.
Articles to Educate and Inform
Intellectual Property Rocks in a New Digital Era
Intellectual Property Rocks in a New Digital Era
The concept of an artist’s estate may undergo significant changes in the digital era. With the potential for avatars to continue generating revenue long after an artist’s passing, careful estate preparation becomes crucial. Artists and creators must consider how their IP and the resulting royalties are scheduled to be managed and protected, helping to structure their legacy so that the financial benefits it generates remain preserved for future generations.
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Steps to Protecting a Child with Disabilities
Steps to Protecting a Child with Disabilities
You should also make sure you have an up-to-date will that reflects your wishes. Consider creating a special needs trust, the assets of which can be structured to fund your child’s care without disqualifying them from government assistance. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
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Grantor Retained Annuity Trusts (GRATs)
Grantor Retained Annuity Trusts (GRATs)
GRATs are particularly popular among individuals who own shares in startup companies because the stock price appreciation for IPO shares often exceeds the IRS's assumed rate of return. This allows more money to pass to beneficiaries without affecting the grantor's lifetime exemption from estate and gift taxes.
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Intellectual Property Rocks in a New Digital Era
Intellectual Property Rocks in a New Digital Era
The concept of an artist’s estate may undergo significant changes in the digital era. With the potential for avatars to continue generating revenue long after an artist’s passing, careful estate preparation becomes crucial. Artists and creators must consider how their IP and the resulting royalties are scheduled to be managed and protected, helping to structure their legacy so that the financial benefits it generates remain preserved for future generations.
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Steps to Protecting a Child with Disabilities
Steps to Protecting a Child with Disabilities
You should also make sure you have an up-to-date will that reflects your wishes. Consider creating a special needs trust, the assets of which can be structured to fund your child’s care without disqualifying them from government assistance. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
Read impact study
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Tax Resources

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Tax Calendar
This year's essential tax dates and deadlines to keep your finances on track*
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Tax Forms
Comprehensive collection of downloadable IRS forms updated for the current tax year*
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Your resource library of official IRS tax guidance and information for informed planning*
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Tables to help you find your federal marginal income tax rate in a simple, accurate manner*
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*This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Financial Glossary
Essential vocabulary explained in clear terms. Navigate financial jargon with confidence using our comprehensive guide to industry terminology.
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Online tools & Ai can deliver info, your personal advisor delivers insight, strategy, & confidence.

Digital tools are just the beginning. Experience the difference personal financial expertise can help you understand your complete financial picture & provide the strategic financial guidance to achieve your goals.

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