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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: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • The Corporate World Is All-In on AI

    As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

  • Medicare Open Enrollment: A Time for Choices

    Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

  • Don’t Overlook the Value of Social Security Survivor Benefits

    While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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LPL Financial Form CRS

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