Calculators and Resources

Financial Calculators

Guides for financial planning questions

• Which retirement plan is the best fit for my business?
• Should I consider a pension plan for my business?
• What issues should I consider as a business owner or 1099 sub-contractor?
• What should I consider when planning for the sale or succession of my business?
• What should I consider when reviewing cash flow?
• Where should my next dollar go?
• Should I contribute to my Roth 401(k)?
• Can I make a backdoor Roth IRA contribution?
• Should I rollover my old 401(k)?
• What should I consider when buying life insurance?
• Should I buy or lease my next car?
• What should I consider when creating my estate plan?
• What issues should I consider when owning a rental property?
• What should I consider during a market correction or recession?
• Should I use a Donor Advised Fund (DAF) for giving to charity?

Client Portal and Mobile Apps

Life Moves Wealth Client Portal

Elements Financial Health Monitoring app

Investment account access

Altruist Financial mobile app

Online: https://app.altruist.com/login

Charles Schwab mobile app

Online: www.Schwaballiance.com