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merit_logo_gradient
  • Who We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • Insurance
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
      • Business Owners
      • Professional Alliance Partnership
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
    • M3 Video Series
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Join Merit
    • Our Investment Philosophy
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
  • Client Portal
Schedule a Consultation

Financial Calculators

We have compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by our qualified professionals, these calculators offer a good starting point to a secure future.

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Retirement Calculators

Are my current retirement savings sufficient?

How much will I need to save for retirement?

How will retirement impact my living expenses?

I'm retired, how long will my savings last?

Social security retirement income estimator?

Insurance Calculators

How much life insurance do I need?

What are my needs for burial and final expenses?

How long will my current life insurance benefits last?

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Investment Calculators

How should I allocate my assets?

What is my risk tolerance?

Calculate the rate of return

How much should I save to reach my goal?

What are the advantages of a 529 college savings plan?

Tax Calculators

2023-2024 Tax Refund Estimator

2023-2024 Federal Income Tax Calculator

Payroll Withholding Calculator

How much of my social security benefit may be taxed?

What is my potential estate tax liability?

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Need help? Book a Complimentary Consultation

Click Here to Schedule an Appointment
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Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, preserve and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck

Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.

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