Skip to main content
  •   (847) 850-0560
  •  

Complimentary Consultation   Guided Wealth Portfolios

MacTavish Financial Logo

  • Home
  • About
    • About Steve MacTavish
    • Our Process & Philosophy
    • About LPL Financial
  • Services and Solutions 
    • Financial Planning
    • Situational Financial Planning
    • Investment Planning
    • Insurance Planning
    • Retirement Planning
    • College Savings Planning
    • Family Estate Planning
    • Business Planning
  • Resources 
    • Calculator Library
    • Market Updates
    • Weekly Commentary
    • Blog
  • Client Login 
    • LPL Account View
    • Wealth Management System
    • Guided Wealth Portfolios
  • Contact

    You are here

  1. Home
  2. Resources
  3. Calculator Library

Calculator Library

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

Retirement

  • Social security retirement income estimator
  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings

Savings

  • Becoming a millionaire
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to reach my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?

Insurance

  • What is my life expectancy?
  • What are the chances of becoming disabled?
  • 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?

Taxation

  • Federal income tax calculator
  • How much self-employment tax will I pay?
  • What is my tax-equivalent yield?
  • Tax refund estimator
  • Tax freedom day

Home & Mortgage

  • Comprehensive mortgage calculator
  • Should I convert to a bi-weekly payment schedule?
  • What are the tax savings generated by my mortgage?
  • Compare an interest-only versus traditional mortgage

College

  • Will I be able to pay back my student loans?
  • Advantages of the Coverdell ESA.
  • Advantages of a 529 College Savings Plan
  • What is the value of a college education?
  • What are the payments on a parental (PLUS) loan?

Cash Flow

  • Should I pay down debt or invest more?
  • How long will my money last?
  • Historical inflation - Compare purchasing power

Credit

  • How long will it take to pay off my credit card(s)?
  • How long until my loan is paid off?
  • What would my loan payments be?
  • What is the balance owing on my loan?
  • Which is better, cash up front or payments over time?
  • What is the impact of making extra debt payments?
  • Should I pay off debts or invest the money?

Paycheck & Benefits

  • Convert my salary to an equivalent hourly wage.
  • Convert my hourly wage to an equivalent salary.

Auto

  • Auto purchase - Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Auto loan - Accelerated payoff

FINRA Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Resources

  • Calculator Library
  • Market Updates
  • Weekly Commentary
  • Blog

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (847) 850-0560

Email: steve@mactavishfinancial.com

652 N. 1st Bank Dr., Palatine, IL 60067

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
Copyright 2019. All Rights Reserved.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, GA, IL, FL, ME, MO, MI and WI .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

© 2022 MacTavish Financial. All rights reserved.

Website Design For Financial Services Professionals