Nothing gives money peace of mind like clear insight & a plan aligned with your vision.
Debt can be intimidating, often it feels like a mountain that will never be summited. The debt payoff calculator helps you and your clients create a strategic path forward for paying off debt. The calculator is broken down into two information input sections, we start with the debt. As you can see below, there are two pieces of information we need: Beginning Balance - The principal balance of the loan at this moment in time.
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It’s difficult for us to understand how small regular recurring investments can turn into an impressive portfolio. The Investment Calculator is designed to show your clients how achievable their goals are with a consistent effort over a period of time. Similar to the Debt Payoff Calculator, the Investment Calculator has two sections. The first section is the ‘Time Frame' of the calculation. There are two pieces of information needed here:
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Do your clients ever ask you if they should pay off their debt or focus on investing? It’s a tough question to answer because it depends on your client’s values and their unique financial situation. The Debt vs. Invest Calculator is designed to help answer that question by forecasting what your client’s financial future could look like with different allocation strategies. The Debt vs. Invest Calculator essentially marries the Investment Calculator and Debt Payoff Calculator to provide a more comprehensive forecasting tool. There are 4 sections to the calculator, let’s begin with the time frame. Just like the Investment
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