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  •  Fax: (920) 731-5220
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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

    • FREE Retirement Guide
    • FREE Financial Newsletter
    • FREE Reports
    • Financial Calculators

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    Council Tree Financial

    938 West Cecil Street
    Neenah, WI
    54956 USA

    •  Tel: (920) 731-4000
    •  Fax: (920) 731-5220
    •  mbauer@counciltreefinancial.com

      Michelle Bauer is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Council Tree Financial is not affiliated with USA Financial Securities.

      Michelle Bauer is authorized to transact securities related business and investment advisory services only in states where she is properly registered. For investment products and services these states include: AZ, CA, CO, FL, GA, IL, MI, WI For investment advisory services these states include: WI, IL, CA, FL. 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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