Financial tools

Retirement planning
Pre-Retirement Planning Module
IRA Eligibility Comparison
Roth IRA Conversion
Impact of Inflation

Home ownership/mortgage
How Much Home Can I Afford?
Mortgage Acceleration
Should I Refinance My Home Mortgage?

College and other accumulation goals
College Funding Needs

Investments and savings
Risk Profiler
Taxable vs. Tax Advantaged
Needed Saving/Accumulation Goals
Asset Allocation Model
What Could My Savings Grow To?

Life and disability insurance needs
How Much Life Insurance?
Life Expectancy Calculator

Income and estate taxation
Federal Tax Estimator
Paycheck Analyzer
Federal Withholding Estimator
Estate Tax Estimator

Business
Cafeteria/401(k) Tax Analysis