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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

  • 2021 Tax Organizer
  • FREE Retirement Guide
  • FREE Financial Newsletter
  • FREE Reports
  • FREE Retirement Book
  • Useful Websites
  • Financial Calculators
  • Video Library

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     Lake of the Ozarks 

Physical Address:

1055 Ozark Care Drive
Osage Beach, MO 65065
Phone: (573) 302-7212
Fax: (573) 302-7402

Mailing Address:


P.O. Box 506
Osage Beach, MO 65065

Columbia

303 N. Stadium Blvd.
2nd Floor
Columbia, MO 65203
Phone: (573) 234-5505

Kansas City

200 NE Missouri Rd.
Suite 200
Lee's Summit, MO 64086
Phone: (816) 282-8652

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info@srgfinancialadvisors.com

 

Bill Lacasse and Tyler Bannister are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill Lacasse is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org SRG Financial Advisors is not affiliated with USA Financial Securities. 

Bill LaCasse and Tyler Bannister are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Bill: AR;FL;IL;MO;TN;WI). For investment advisory services these states include: (Bill: AR;AZ;FL;IA;IL;KS;MO;NJ;OK;TX;UT;WA;WI) (Tyler: AZ;KS;MO;NJ). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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