# Insurance

- How much life insurance do I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- How much disability income insurance do I need?
- What are the chances of becoming disabled?
- What are my long-term care insurance needs?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
- What is the future value of an annuity?
- Which is better, comprehensive plan or high-deductible plan with HSA?
- Compare a taxable investment to a tax-deferred investment

# Retirement

- How will retirement impact my living expenses?
- How much will I need to save for retirement?
- Are my current retirement savings sufficient?
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- I’m retired, how long will my savings last?
- When should I begin saving for retirement?
- Should I convert discretionary expenses to savings?
- How much retirement income may my 401(k) provide?
- Compare a Roth 401(k) to a Traditional 401(K)

# Investment

- How should I allocate my assets?
- Compare taxable vs. tax-free investment return
- What is the value of a bond?
- What is the return on my real estate investment?
- What is the value of compound interest?
- What is the value of a call or put option?
- Taxable vs. tax-advantaged savings?
- What is my risk tolerance?
- What is the long-term impact of increased investment return?
- Certificate of deposit (CD) analyzer
- What is the dividend yield on a stock?
- How do expenses impact mutual fund returns?
- Certificate of deposit (CD) laddering strategy
- Share Certificate analyzer
- Share Certificate laddering strategy

# Cash Flow

- How does inflation impact my standard of living?
- How long will my money last with systematic withdrawals?
- What is my current net worth?

# Taxation

- What is my potential estate tax liability?
- 2018 federal income tax calculator
- Should I adjust my payroll withholdings?
- Capital gains (losses) tax estimator
- Compare taxable, tax-deferred, and tax-free investment growth
- How much of my social security benefit may be taxed?
- What is my tax-equivalent yield?
- 2018 tax refund estimator
- Tax freedom day

# College Education

- How much should I be saving for college?
- Will I be able to pay back my student loans?
- What are the advantages of a Coverdell ESA?
- What are the advantages of a 529 college savings plan?

# Qualified Plan

- Evaluate my company pension payout options
- How much can I contribute to an IRA?
- How much retirement income may an IRA provide?
- Should I convert to a Roth IRA?
- What will my qualified plan(s) be worth at retirement?
- What is my current year required minimum distribution?
- What is my projected required minimum distributions?
- What are my lump sum distribution options?
- How do I maximize my employer 401(k) match?
- What is the impact of borrowing from my retirement plan?
- What is the impact of early withdrawal from my 401(k)?
- I’m self-employed, how much can I contribute to a retirement plan?
- Net unrealized appreciation (NUA) vs. IRA rollover?
- What are my Stretch IRA distributions?
- 72(t) early distribution analysis

# Business

- What are the tax savings of a qualified retirement/cafeteria plan?
- What are my new business startup costs?
- Should I pay or charge monthly, quarterly or annually?
- What is the value of my business?
- How many units do I need to sell to breakeven?
- Should I lease or buy equipment?
- What are my business financial ratios?
- What is my employee total compensation package worth?
- What are my tax savings with Section 179 deduction?