- Automobile
- Cash Flow
- College
- Credit
- Home & Mortgage
- Insurance
- Paycheck
- Qualified Plans
- Retirement
- Savings
- Taxes
Automobile
- Lease or buy an automobile?
- Loan vs. 0% dealer financing?
- What would my auto payments be?
- Upgrade to a more fuel efficient vehicle?
- Auto loan: accelerated payoff
- How much vehicle can I afford?
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Cash Flow
- Does inflation impact my standard of living?
- How much am I spending?
- How much do I need for emergencies?
- Should my spouse work?
- What is my current new worth?
- What is my projected net worth?
- What is my current cash flow?
- What is my projected cash flow?
- Value of reducing or foregoing expenses
- Historical inflation – compare purchasing power
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College
- Can I pay back my student loans?
- The value of a college education?
- Payments on a parental (PLUS) loan?
- Live on campus, off campus or at home?
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Credit
- How long will it take to pay off my credit card?
- How long until my loan is paid off?
- What are my loan payments?
- What is the balance owing on my loan?
- Consolidate my personal debt?
- Re-structuring debts for accelerated payoff
- Cash up front or payments over time?
- Impact of making extra debt payments?
- Estimate my credit score
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Home & Mortgage
- How much home can I afford?
- Should I refinance my home mortgage (break even)?
- Mortgage calculator
- Comparing mortgage terms (i.e. 15, 20, 30 year)
- Should I pay discount points for A lower interest rate?
- Should I rent or buy a home?
- Should I convert to a bi-weekly payment schedule?
- Compare a ‘no-cost’ versus traditional mortgage
- What are the tax savings generated by my mortgage?
- Which is better: fixed or adjustable-rate mortgage?
- Adjustable rate mortgage calculator
- How do closing costs impact the interest rate?
- Compare an interest-only versus traditional mortgage
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Insurance
- How much life insurance do I need?
- What is my life expectancy?
- Needs for burial and final expenses?
- How much disability income insurance do I need?
- Chances of becoming disabled
- Long-term care insurance needs
- How much will I earn in my lifetime?
- Tax advantages of an annuity?
- How long will my current life insurance proceeds last?
- Which Is Better, Comprehensive Plan Or High-Deductible Plan With HSA?
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Paycheck & Benefits
- How much is my company bonus after taxes?
- How will payroll adjustments affect my take-home pay?
- Convert my salary to an equivalent hourly wage
- Convert my hourly wage to an equivalent salary
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Qualified Plans
- Evaluate my company pension payout options
- Maximize my employer 401(k) match?
- I’m self-employed, how much can I contribute to a retirement plan?
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Retirement
- Will retirement impact my living expenses?
- Social Security retirement income estimator
- How does inflation impact my retirement income needs?
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Taxes
- What is my potential estate tax liability?
- Federal income tax estimator
- Should I adjust my payroll withholdings?
- Will my investment interest be deductible?
- How much self-employment tax will I pay?
- Capital gains (and losses) tax estimator
- Compare taxable, tax-deferred, and tax-free growth
- How much of my social security benefit may be taxable?
- Tax implications of paying interest?
- Itemize or take the standard deduction?
- What is my taxable-equivalent yield?
- Tax refund estimator
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