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Financial Tools & Info
Please visit the collection of financial calculators and informative blog articles below. They will give you insightful information and help propel you towards your investment and retirement goals.
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Related Blog Articles
Different Types of Trusts Explained
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit Given the flexibility that comes with trust planning, no single vocabulary has emerged from describing the different types of...
Estate Planning and Second Marriages
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit According to a study from the Pew Research Center, about 40% of new marriages include one person who has previously been married....
Frequently Asked Questions on the Kiddie Tax
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit The “kiddie tax” is a term used to refer to the Tax on a Child’s Investment and Other Unearned Income. American Bank & Trust...
Who Should Settle Your Estate Plan – Or Be Your Trustee?
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit One of the most important questions to be addressed in an estate plan is the choice of the executor to supervise the settlement of...
Retirement Calculators
- Which is better for me, a Traditional IRA or a Roth IRA?
- How much will my Traditional IRA be worth at retirement?
- How much will my Roth IRA be worth at retirement?
- How long will my retirement savings last?
- What rate do I need to support my retirement?
- How much do I need to fund my retirement?
- How much can I spend each month in retirement?
Investment Calculators
- What is the yield on my portfolio?
- How can I save a million dollars?
- What is my investment yield?
- What is my future value worth today?
- What will my investment be worth in the future?
- How much could I save over time?
- What rate would I need to earn on my savings?
- What savings amount should I start with?
- How much should I save each month?
