Since many year end planning opportunities have firm deadlines, acting now can help your clients ensure they have time to prepare.
Calculate the financial difference between renting or buying a home.
The Rule of 72 calculator is a quick way to estimate how long it will take your investment to double in value.
Using historical data, discover the best, worst and average returns of investment portfolio types over time.
Calculate how income splitting can reduce your overall tax bill
Compare the value of your future earning power to the value of your other assets.
Compare taking the commuted value of your defined benefit pension to taking a lifetime pension.
Calculate how much you’ll need to save for post-secondary education.
Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.
Calculate your line of credit or loan payments.
Calculate how achieving financial goals involves tradeoffs between target goal, time, and rate of return.
Compare a mortgage with a lower interest rate or one with a higher rate and a cash back offer.