Calculators

Retirement Savings Calculator - Guides you through the process of estimating the additional savings you will need to meet your retirement income goals.

College Tuition Planner - Estimates future college expenses and the additional amount that would have to be added to your savings to fund those expenses.

Savings Goal Planner - Illustrates how much money you need to save to reach your savings goal in the time you set.

Life Insurance Needs - Estimates the amount of life insurance that would be needed to pay final expenses, to pay off debts, to ensure children are cared for and to set up a family emergency fund in the event of the death of a breadwinner or stay-at-home parent.

Estate Tax - Helps you to anticipate your future estate tax liability assuming you have a Simple Will or a two-part (A/B) Trust.

Business Valuation - A useful approximation tool as you consider business continuation and estate liquidity issues. It should be used for estimation purposes only and not to establish a firm value for your business. For actual business planning purposes, please consult with a qualified business valuation professional.

Present Value / Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.

Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.

Future Value of Payments - Shows how much annual contributions to a savings account will be worth in the future.

Periodic Withdrawals - Illustrates how much money can be periodically taken out of an account based on the amount of money invested, the growth rate and the payment period.

Amortization - Determines the periodic payment you will have to make to repay a loan in a specified time.

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Thomas Financial Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.