Skip to content
img-check

Client Portal ı Careers ı Disclosures ı For Advisors

866-637-6949

merit_logo_gradient
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Referral Program
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boca Raton, FL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Our Investment Philosophy
    • Advisor Partnerships
    • Meet Our Independent Partners
  • Contact Us
Main Menu
×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Referral Program
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boca Raton, FL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Our Investment Philosophy
    • Advisor Partnerships
    • Meet Our Independent Partners
  • Contact Us
Schedule a Consultation
merit_logo_gradient
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Referral Program
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Referral Program
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • 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.

elderly couple laughing with paperwork

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?

being covered, umbrella
working with stocks

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

2022 tax refund estimator

2022 federal income tax calculator

How much of my social security benefit may be taxed?

Payroll withholding calculator

What is my potential estate tax liability?

finance

Need help? Book a Complimentary Consultation

Click Here to Schedule an Appointment
merit_logo_silver

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.

​866-637-6949

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, IM Wealth Care, Tedstrom, 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.

Site Map  |  Terms of Service & Privacy Policy 

© 2023 Merit Financial Group LLC. All Rights Reserved. | Powered by WT Digital Agency
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT