Calculators

  • Retire Payroll Savings

    Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

  • 1040 Tax Calculator

    How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

  • 401(k) Savings Calculator

    A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

  • 403(b) Savings Calculator

    If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

  • 457 Savings Calculator

    A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

  • 72T Calculator

    The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

  • Accelerated Debt Payoff

    Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

  • Amortizing Loan Calculator

    Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

  • Auto Rebate vs. Low Interest Financing

    Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

  • Beneficiary Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

  • Credit Card Pay Off

    Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

  • Equipment Buy vs. Lease

    Should you lease your equipment or finance it? Find out with this calculator!

  • Estate Tax Planning

    Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

  • Existing Loan Calculator

    Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.

  • Lease vs. Buy

    Should you lease your next automobile or finance it? Find out with this calculator!

  • Life Expectancy Calculator

    This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

  • Lunch Savings Calculator

    Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.

  • Mortgage Loan Calculator

    Use this calculator to determine your monthly payment and amortization schedule.

  • Mortgage Payoff

    Save thousands of dollars in interest by increasing your monthly mortgage payment.

  • Refinance Breakeven

    Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

  • Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

  • Rolldown your Credit Card debt!

    The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.

  • Roth IRA Calculator

    Use this calculator to compare the Roth IRA to an ordinary taxable investment.

  • Roth vs. Traditional IRA

    Use this calculator to determine which IRA may be right for you.

  • Roth IRA Conversion

    Use this calculator to see the effect of converting your traditional IRA

  • Social Security Benefits

    Use this calculator to estimate your Social Security benefits.

  • Student Budget Calculator

    This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.

  • Investment Loan

    This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return.

  • Savings

    What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results.

  • Retirement Shortfall

    One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.

  • Retirement Planner

    Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.

Italian Professionals Living in America Professionisti Italiani Domiciliati in America

Financial guide for Italian Professionals moving to USA Guida finanziaria per professionisti Italiani in USA

Financial Facts and Figures for 2017

A Resource You Can Use All Year

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Research Report

Research Report
  • Tax Bill Drives Another Stock Market Record And Gives You To Dos By Year End
    An Eventful Week In Wealth Management
    Leading Economic Indicators Surge, Stocks Break Record High Again
    Poo Poohed By Politicians And Pundits, The U S Economy Is Booming
    The No 1 Fake News Story Of The Year Affecting Your Wealth
    A Week Of Major News Affecting Your Money
    U S GDP Growth Surprise Propels Stocks To New Record
    Why Does The Standard And Poor's 500 Keep Breaking Records
    U.S. Stocks Nearly Doubled In The Last Five Years
    Despite Information Explosion, Inflation Confounds The Fed And Financial Press
    Trump Tax Plan Upends Year-End Tax Planning
    Trump Plans Massive $1.5 Trillion Tax Reform
    Year-End Tax Planning Could End With A Thrill This Year
    This Week's News About Wealth Management
    The Good News The Financial Press Keeps Missing
    Despite A Chorus Of Bears, The Bulls Played On
    Stocks Dropped For Second Straight Week Amid Strengthening Economic Reports
    Despite Wall Street Guru's Terrible Advice A Year Ago, he's back
    With Stocks Near All-Time High, Personal Income And Employment Data Are Released
    How Strategic Asset Allocation And Rebalancing Worked In the 12 Months Ended June 30
    Wall Street's "Top" Strategists' Recommendations Are Like Monkeys Throwing Darts
    Stocks Break Another All-Time High. What Is Going On?
    Stronger Than Expected Jobs Creation But CNBC Reports "Trouble Lurked"
    S&P 500 Returned 2.9% In 2nd Quarter And 9.2% In First Half Of 2017
    Despite Distractions, Demographics Are Poised To Drive U S Long Term Growth
    The Federal Reserve’s Historic Economic Experiment Enters A New Phase
    Barron’s Cover And The Wall Street Journal Reported Alternative Facts
    Looking Past Media And Political Distortions, Economic Conditions Are Strong
    Despite The Washington Sideshow, Stocks Closed At A New All Time High
    Confronted By Major Political Crisis, The U.S. Financial System Barely Blinked
    Wall Street's Dismal Track Record
    Investment Perspectives 2013
    Retirement Income Report
    Lessons From The Third Quarter
    Earnings Versus Stock Prices
    The Long-Term Fiscal Outlook For The United States
    Will Record Profit Margins Upend The Bull Market?
    Are Market "Killers" Threatening The Long Bull Market?
    Seven-Asset Portfolio Benchmark
    Wall Street's Anachronistic Ways In The Internet Age
    Are Stocks In A Bubble?
    Don't Lament Not Being Concentrated In US Stocks
    Keeping Perspective Despite Wall Street's Worst Start To A Year Ever
    Assessing US Stock Performance Amid More Positive Economic News
    Despite The Circus In Washington, Stay Focused On Economic Fundamentals
    Trump Victory On Health Care And Strong Economic Data Push Stocks To New All Time High
    Why Weaker GDP Is Being Greeted With A Yawn
    Expectations Are Moderating, But The Economy Is Doing Fine
    On The Hunt For Answers About The Future Of The Economy And Stocks

Contact Info

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Email: joeg@investinaris.com

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Medway, MA 02053
Tel: 508-533-7370
Email: billd@investinaris.com