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AUTOMOTIVE
Should I lease or purchase an auto?

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?

CREDIT
How long will it take to pay off my credit card(s)?
What is the impact of making extra payments on my debt?
What would my loan payments be?
Which is better: Cash up front or payments over time?

 

COLLEGE
How much should I be saving for college?

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?

PAYCHECK AND BENEFITS
How will payroll adjustments affect my take-home pay?

 

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?
How long will it take to double my savings?
What could my current savings grow to?

TAXES
Federal income tax estimator
Should I adjust my payroll withholdings?

 
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