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  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Jacksonville, FL
      • Sandy Springs, GA
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Investment Philosophy
    • Meet Our Independent Partners
  • Contact Us
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 proceeds 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

2020 tax refund estimator

2020 federal income tax calculator

How much of my social security benefit may be taxed?

Should I adjust my payroll withholdings?

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, protect 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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, Botsford Private Wealth, Worksite Financial Wellness, Financial Development Systems and Independent Advisor Partners are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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