1040 Tax Calculator (Tax Year 2011)

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The strategic partnership between Dickinson Investment Advisors and Dickinson & Clark CPAs, PC provides the value of making one stop for your tax guidance and retirement planning. Check out the 1040 Tax Calculator (Tax Year 2011) as an available tool on our website as you prepare your documentation during this tax season. Also, Ron explains in [...]

Home Equity Loan Financial Calculator

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Use the “Home Equity vs. Auto Loan” financial calculator on our website to determine if a home equity loan makes sense for your next automobile purchase. We encourage you to review what Ron Dickinson has written in his book and blogs regarding the value of being debt-free, especially as you move into your retirement years.  However, you may consider two [...]

Benefit of Spending Less

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Reducing your spending can be worth more than you might think. Check out this financial calculator as one of the Tools we make available for you.  You can see just how much your budget reductions may be worth, if you were to invest those funds.  You can also view the value of this new potential nest [...]

Schwab MoneyWise

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Does the idea of investing overwhelm you?  Are you interested in a quick, easy-to-use resource that will help you make the most of your money?  Check out the tools available for you at www.schwabmoneywise.com. This complimentary set of tools is provided as a service of Charles Schwab & Co., Inc., which is the custodian for the [...]

Retirement Income Calculator

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For your “drive” along the road to retirement, how much do you need to save?  How much will your savings produce per month in retirement after taxes and inflation? Check out this financial calculator tool to see how your annual savings, expected rate of return and your current age all have an impact on your [...]

Retirement Shortfall Calculator

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One of the biggest risks to a comfortable retirement is running out of money too soon.  This financial calculator helps you to determine your projected shortfall or surplus at retirement.  You can also see just how long your current retirement savings will last.  If your results project a shortfall, you might need to save more, [...]

Mortgage Refinance Breakeven

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With such low interest rates, many people these days are considering refinancing their homes. How long will it take to breakeven on a mortgage refinance?  Our website contains a financial calculator tool to help you answer that question. The answer depends on a multitude of factors including your current interest rate, the new potential rate, [...]