Only 44 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. (Employee Benefit Research Institute, 2009)


How much retirement income will you need? Should you refinance your mortgage?  How much life insurance is enough?  What type of IRA is right for you?


The following site, by, provides a number of useful calculators for your review and use. Please note that neither our firm, nor our broker/dealer, are affiliated with nor do we audit their financial tools for accuracy or completeness.


Click Here for Calculators


Designed to help you estimate answers to common financial questions.

Savings Accumulation- Estimate the future value of your current savings.

Loan Calculators- This calculator is designed to help you clarify the cost of various loans

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



Designed to provide helpful information on a wide variety of financial topics.

Keep up to date with thoughts from our firm and across the investment world by reading views we find compelling on topics such as:

Global Investment Markets

Global Politics

Tax Policy

Retirement Strategies

Tactical vs. Strategic Investing

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA | Member SIPC

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