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Calculators

You can review interesting calculators on my site.

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Videos

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Newsletters

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

    Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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LPL Financial Form CRS

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