Do you want to know the best part about this site? It’s not attached to an insurance agency trying to sell you a policy! Take the information and make an educated decision if you and your family are in the need of additional insurance. It takes into account your age, income, current savings, and current insurance policies. Take the time to use this great website (and their app) to review your current insurance needs.
Almost every input used in filing your tax return can be included in this analysis. This is for the real tax junkie that wants a more advanced tax estimate. : This site is not for the faint of heart.Check to see if Uncle Sam might be sending you money in April! An easy to understand sliding scale (red is tax due, green is refund) adjusts with each new input. Easily adjustable inputs allow users to see how increasing deductions reduce your taxes, whether or not your current W2 tax withholding is correct, and the benefits of retirement savings. TurboTax TaxCaster: Even if you don’t use TurboTax for your own taxes, the TurboTax TaxCaster calculator is a simple way to estimate your tax due each year.Misinterpretation of the results can lead to decisions with a negative impact on retirement. These numerous variables can improve the accuracy of the results, but it’s important that the user understand the inputs being used. The program looks at both taxable and retirement accounts, annual savings, and investment risk and return. This calculator, which can be downloaded to your computer or used with Java, takes many different planning assumptions into accounts. : For those looking for a more advanced tool, this is the calculator for you.The calculator can even include social security and a pension for those looking to review their entire picture. With their calculator, they provide an easy to understand illustration that is adjusted with simple slides for things such as income, savings, assets. Vanguard Retirement Planner: Vanguard is known for their low cost, passive investment options that can be attractive options for many investors.
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Designed by former fund manager Todd Tresidder, the site also includes online courses and e-books for those individuals looking to spend time increasing their financial planning knowledge. It dives into investments, retirement projections, and even debt management. : This is a great site that has something for everyone.Not only is it incredibly detailed, and the analysis includes almost every input used in filing your tax return, but it also offers a summary of definitions to help you navigate the options.īest Site for Financial Planning Calculators : You have to look past the name, but so far this is the best financial calculator that has been updated for the changes in tax code.Updated: Best Calculator for 2018 Tax Planning These types of calculators are challenging to find: Google searches tend to return a sizable list of tools, but many are attached to a sales pitch or annoying ads.īelow is a small list of calculators for personal finance, investment and retirement planning that I’ve found to be simple and useful, while still providing important information to their users. Cash Flow Solved With a Margin Loan: Why “Margin” Isn’t Always a Bad Word - October 26, 2016Ī good personal finance calculator should be simple to use and understand, but still provide valuable information to the user.Glassman Wealth Proud To Support The Ryan Kerrigan Leukemia Golf Classic - May 15, 2018.Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return - July 18, 2018.