Skip to main content

  •  Tel: 914-729-1105

  • Home
  • About 
    • Our Process
    • Directions
    • Disclaimer
  • What is Financial Planning? 
    • Our Approach
    • Goals and Objectives
    • Services
  • Team
    • Financial Planners
    • Financial Representatives
    • Professional Strategy Team
    • Client Administration Staff
  • Newsroom
  • Calculators
  • Contact

True financial planning begins

with where you are today…

Helping our clients secure

the future for themselves and their families

A unified approach to financial planning

begins with an accurate analysis of your present financial position.

  Previous   Next

    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

  • Useful Websites
  • Calculator Library

Book a Meeting

Tell a Friend

1025 Westchester Avenue, Suite 318
White Plains, NY
10604 United States

  •  Tel: 914-729-1105
  •  mcaputo@nwadvisorsinc.com

Disclosure - FORM CRS

Investment Advisory Brochure (ADV 2A) | Wrap Fee Program Brochure | Privacy Notice | BCP

 

National Wealth Advisors, Inc.is a DBA of Summit Financial, LLC.Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”).  PKS and Summit Financial, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Summit Financial, LLC are not affiliated companies. Investments through PKS or Summit Financial, LLC are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC.

© 2025 National Wealth Advisors Inc. All rights reserved.

Website Design For Financial Services Professionals