727-214-0383
Making Wealth Attainable
We teach you concepts the wealthy have used for decades to accumulate, grow and preserve their wealth. Our strategies help our clients increase their cash-flow, save more money and grow their wealth, all in a tax-free way.
727-214-0383
Money Metrics: Calculations for Financial Clarity
Embark on a journey of financial clarity with Money Metrics. Here, we transform complex numbers into straightforward insights, empowering you with the precise knowledge needed to make informed decisions. Delve into an array of calculators designed to demystify your finances, from everyday budgeting to long-term investment strategies. It's time to bring your financial landscape into focus, understanding each variable's impact, and charting a course towards your monetary growth and stability.
Should I lease or purchase an auto?
Leasing has become a very popular method of acquiring a new auto. Although the payments may seem attractive, it may not always be the best financial decision versus purchasing the vehicle outright and financing it with a low interest loan. Use the following calculator to help analyze the financial impact of lease versus buy.
What is the value of my business?
What is my business worth? Similar to other investments the value of a business is linked to its ability to produce future profits. As a business owner you probably ask yourself this all the time. Some people are just curious what their business is worth, some need a formal valuation and some people are considering selling their business. Whatever the reason our calculator will help you do that.
Should I lease or buy equipment?
Leasing is a popular method of acquiring new equipment for your business. Although the payments may seem attractive, it may not always be the best financial decision versus purchasing the equipment outright and financing it with a low interest loan. Use the following calculator to analyze the total financial impact of up-front fees, interest rates and residual value on the lease versus buy decision.
How much do I need for emergencies?
It is prudent planning to have at least three to six months of liquid/cash assets set aside in the event of a loss of job, medical emergency, short-term disability, etc. Use this calculator to help determine how much you need to set aside monthly or as a lump sum to create an emergency fund.
How much should I be saving for college?
With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings program is much better than having interest work against you in the future in the form of education loans. Use our
college savings calculator to determine how much you should be saving for college on a regular basis.
What are the tax savings generated by my mortgage?
With the interest on a mortgage being deductible when you itemize deductions, it may surprise you how much you can save in taxes. Use this calculator to determine your potential tax savings with a mortgage. (Consult your tax advisor regarding the deductibility of interest.)
How much life insurance do I need?
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase of a life insurance policy to ensure that your family's needs will continue to be met, even after your untimely death cuts your earnings potential short. This life insurance calculator will help you determine the policy that is right for you.
Compare taxable, tax-deferred, and tax-free investment growth?
Investment vehicles are taxed differently. This investment growth calculator is intended to help compare a fully taxable investment to two tax advantaged situations. In one situation, an investment account is not taxed until the money is withdrawn. In the second scenario, the money is an investment that is not subject to Federal or State tax.
How much will I need to save for retirement?
Retirement can be the happiest day of your life! This pre-retirement calculator was developed to help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns, and in your personal situation will impact your plan.
How do taxes and inflation impact my investment return?
Taxes and inflation can have a dramatic effect on the growth of an investment. Use this investment return calculator to determine the impact taxes and inflation can have on the purchasing power of your investment.
Knowledge is power, and with our Wealth Academy, you're arming yourself with the best. Sign up for our weekly 5-10 minute lessons today and set foot on your transformative path.
© Copyright 2020-2023 Financial Sensei, LLC., All Rights Reserved.
Disclosure: Our content is meant for educational purposes only. While it’s our goal to help you learn about building a life of prosperity, we do not intend to provide financial advice. Please consult your financial, tax or legal advisor before making any investment or financial decisions. Information is only available to people who have a presence in the US.