• Business

    • What are the tax savings of a qualified retirement/cafeteria plan?

    Cash Flow

    • What is my current cash flow?
    • What is my current net worth?

    College

    • How much should I be saving for college?

    Credit

    • What would my loan payments be?

    Insurance

    • How much will I earn in my lifetime?
    • What is my life expectancy?

    Investments

    • Taxable vs. tax-advantaged savings?
    • What is my risk tolerance?
    • What is the long-term impact of increased investment return?

    Qualified Plans

    • How much can I contribute to an IRA?
    • Should I convert to a Roth IRA?

    Retirement

    • How does inflation impact my retirement income needs?
    • How much will I need to save for retirement?
    • When should I begin saving for retirement?

    Saving

    • How much should I save to reach my goal?
    • Calculate rate of return
    • How long until my savings reach my goal?
    • What could my current savings grow to?