• Automotive

    • Should I lease or purchase an auto?
    • Auto purchase - Loan versus 0% dealer financing?
    • Should I upgrade to a more fuel efficient vehicle?
    • What would my auto payments be?

    Cash Flow

    • Historical inflation - Compare purchasing power
    • How does inflation impact my standard of living?


    • What are the advantages of a 529 college savings plan?
    • When should I begin saving for my child's college?


    • How long until my loan is paid off?
    • How long will it take to pay off my credit card(s)?

    Home and Mortgage

    • Should I refinance my mortgage?
    • How much home can I afford?


    • What is my life expectancy?
    • What is the future value of an annuity?
    • Which is better, comprehensive plan or high-deductible plan with HSA?