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Learn more and get
the facts!

Tools to make planning easier.
Plan ahead. Be prepared.

Here are the links to various research tools, each leading to a different calculator or program that will assist you with your research.

  • 1040 Tax Calculator
    Enter your filing status, income, deductions, and credits, and we will estimate your total taxes.
  • Estate Tax Planning Calculator
    Check out this link to review your estate planning.
  • Social Security
    Planning for retirement is essential, and Social Security plays a crucial role in ensuring a secure future. Click here to calculate the best filing for your benefits.
  • Marketplace Insurance
    Follow this link to explore health plans in your area. You can generate quotes and view network providers.
  • Credit Card Payoff Calculator
    Do you want to learn how to pay off credit cards that are accumulating high interest charges? Click this link to calculate the time and money required.
  • Roth IRA vs Traditional IRA Calculator
    An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the traditional IRA. Use this tool to determine which IRA may be right for you. This calculator should not be used for Roth 401(...

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