Success is the sum of details” – Harvey S. Firestone


Managing your money

How much am I spending?
Save now vs. save later
Should I adjust my payroll withholdings?

Selecting insurance

• Which is better, comprehensive plan or high-deductible plan with HSA?
• How much life insurance do I need? 
• What are my needs for burial and final expenses?
 How much disability income insurance do I need? 
• What are my long-term care insurance needs?

Managing credit and debt

Do I have too much debt? 
How long will it take to pay off my credit card(s)? 
How long will it take to pay off my loan?
What is the balance on my loan?
What is the impact of making extra payments on my balance? 
• What is the impact of borrowing from my retirement plan? 
Should I pay down debt or invest my monthly surplus? 

Making investments

Any completed “making investments calculator” can easily be forwarded directly to us as a .pdf at ““. We would be happy to take a look and start the conversation with you.”

What is my risk tolerance? 
Capital gains (losses) tax estimator
How do taxes and inflation impact my investment return?
What is the value of my business?
What is my current net worth?
What is my projected net worth? 


What is the value of compound interest?
What is the impact of increasing my 401(k) contribution?
• How much can I contribute to an IRA?
I’m self-employed, how much can I contribute to a retirement plan? 

Major financial goals

How much should I be saving for college?

Home and mortgage 

How much home can I afford?
Mortgage calculator


What will I need in the future?

How does inflation impact my standard of living?
Historical inflation – Compare purchasing power
How long will my money last with systematic withdrawals?

Income during retirement

When should I claim my Social Security benefits?
What may my 401(k) be worth?
How much retirement income may an IRA provide?
What are my Stretch IRA distributions?

Do I have enough?

Are my current retirement savings sufficient? 
If I were already retired, how long would my savings last? 

Bridging the gap

How much will I need to save for retirement?

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Bode Financial Group