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Income Growth
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Demonstrate how your income and total earnings might grow from today until the time you plan to retire. It will also summarize what your gross annual income will be at retirement and the total income you would have earned between your current age and retirement age
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Net Worth
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Estimates your current net worth based on your entries of your assets and liabilities. It presents results both textually and graphically.
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Estate Taxes
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Evaluate the total current value of your estate and the potential current year tax liability on that estate. It calculates the value of all your properties, including real estate, life insurance, IRA, trusts and others.
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Cash Flow
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Help you calculate your current net monthly cash flow using your monthly and annual bills and credit card statements. The result will show your net cash flow and breaks down your expenses by general category.
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Disability Insurance
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Help you determine whether you have sufficient short term disability insurance to cover your needs should you not be able to work for a period of time. The result will show month to month the surplus or shortfall that you will have during your disability.
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Life Insurance
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Determine whether you have sufficient life insurance to cover your needs should you die. Your life insurance needs will be the difference between your available income and expenses, including mortgage, debts, and college education savings for children.
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