Client Access & Services

Client Access & Services

eMoney Login

NFS/Fidelity Login

TD Ameritrade

 

Market News & Research

Real Time Quotes, Market News, and Fundamental Research

Password Management

Elevate CDS - Secure Password Management

Determine Your Risk Profile

Retirement Savings App

Stress Test Your Retirement Savings Strategy

Retirement Spending App

Stress Test Your Retirement Spending Strategy

College Savings App

Social Security Planning

Maximize Your Social Security Retirement Benefits

Find Detailed Net Price and Financial Aid Info on Hundreds of Colleges and Universities

Expected Family Contribution (EFC) Calculator

Free Application for Federal Student Aid

CSS / Financial Aid PROFILE®

Search Tool For Scholarships, Financial Aid, and General College Planning Guidance

Tax Planning Applications

Current year federal income tax calculator

 

How much of your social security benefit may be taxed?

 

Should you itemize or take the standard deduction?

 

Capital gains/losses tax estimator

Tax-equivalent yield Estimator

Pension and Retirement Account Applications

How much can you contribute to an IRA?

 

Self-employed? How much can you contribute to a retirement plan?

 

Calculate your current year required minimum distribution

 

Evaluate your pension annuity payout options

Net unrealized appreciation (NUA) vs. IRA rollover

Mortgage and Refinancing Applications

Mortgage calculator

 

Compare mortgage terms (15, 20, 30 year…)

 

Loan Comparison Calculator

 

Should you pay discount points for a lower interest rate?

Should you refinance your mortgage?

Rent or buy a home?

Insurance Risk Management Applications

Estimate your life insurance need

 

How much disability income insurance do I need?

 

Health Insurance: Comprehensive plan vs. high-deductible plan with HSA

 

Other Useful Applications

What is the return on my real estate investment?

 

Historical inflation - Compare purchasing power

 

Lifespan Calculator

 

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