Back to top

Financial Tools

These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

General Tax Policy

Light at the End of the Pandemic Relief Tunnel?

Will COVID-19 relief talks end differently this time?...

New Life for a Pandemic Relief Bill

Will Congress combine a budget and pandemic stimulus?...

Will COVID-19 Relief Talks End Differently This Time?

By embracing a $908 billion bipartisan pandemic relief plan , congressional Democratic leaders may have jump-started long-dormant talks over short-term economic aid. A nudge by......

A Tax on Remote Work: Yes or No?

My husband has been working from home since the pandemic struck in March. If you ask him about it, he’ll teasingly say he’ll never go......

One, Two, Three Senate COVID-19 Relief Plans

First, centrists toss in a proposal....

A Court Case, Questions, and Requests

The Supreme Court hears a key case on limiting the IRS’s ability to shut down tax shelters....

The Supreme Court Is Hearing A Case That Could Block the IRS From Halting Abusive Tax Shelters

Tomorrow, the US Supreme Court will hear oral arguments in CIC Services v. IRS, a case that threatens to damage the integrity of the tax......

Key Questions Biden Will Need to Answer About His First-Time Down Payment Tax Credit

There are many benefits to a first-time homebuyer tax credit , such as the one proposed by President-elect Joe Biden. However, the transition from the......

Biden Will Have Hard Work Ahead

President-elect Biden’s Treasury will have to hit the ground running....

How Much Will Future Retirees Receive in Lifetime Social Security and Medicare Benefits?

Typical millennial couples born in 1995 who retire in 2060 are scheduled to receive about $2.2 million in lifetime Social Security and Medicare benefits....

Connect with us!