RESOURCES

Use our free financial calculators to help you with savings, mortgages, retirement and more. Find all the free tools you need in one place.

CALCULATORS

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

Retirement
  • Social Security Retirement Income Estimator
  • Impact of Inflation On My Retirement
  • Social Security Retirement Income Estimator
Social Security Retirement Income Estimator
Impact of Inflation On My Retirement
Social Security Retirement Income Estimator
Savings
  • Becoming A Millionaire
  • How Long Will It Take to Double My Money?
  • How Long Until My Savings Reach My Goal?
  • Save Now vs. Save Later
  • How Much Should I Save To Reach My Goal?
  • What Will My Current Savings Grow To?
  • Calculate Rate Of Return
  • How Do Taxes and Inflation Impact My Return?
Becoming A Millionaire
How Long Will It Take to Double My Money?
How Long Until My Savings Reach My Goal?
Save Now vs. Save Later
How Much Should I Save To Reach My Goal?
What Will My Current Savings Grow To?
Calculate Rate Of Return
How Do Taxes and Inflation Impact My Return?
Insurance
  • What Is My Life Expectancy?
  • What Are The Chances Of Becoming Disabled?
  • How Much Will I Earn In My Lifetime?
  • What Are The Tax Advantages Of An Annuity?
  • How Long Will My Life Insurance Proceeds Last?
What Is My Life Expectancy?
What Are The Chances Of Becoming Disabled?
How Much Will I Earn In My Lifetime?
What Are The Tax Advantages Of An Annuity?
How Long Will My Life Insurance Proceeds Last?
Taxation
  • Federal Income Tax Calculator
  • How Much Self-Employment Tax Will I Pay?
  • What Is My Tax-Equivalant Yield?
  • Tax Refund Estimator
  • Tax Freedom Day
Federal Income Tax Calculator
How Much Self-Employment Tax Will I Pay?
What Is My Tax-Equivalant Yield?
Tax Refund Estimator
Home & Mortgage
  • Comprehensive Mortgage Calculator
  • Should I Convert To A Bi-Weekly Payment Schedule?
  • What Are The Tax Savings Generated By My Mortgage?
  • Compare An Interest-Only Versus Traditional Mortgage
Comprehensive Mortgage Calculator
Should I Convert To A Bi-Weekly Payment Schedule?
What Are The Tax Savings Generated By My Mortgage?
Compare An Interest-Only Versus Traditional Mortgage
College
  • Will I Be Able To Pay Back My Student Loans?
  • Advantages Of Coverdell ESA
  • Advantages of A 529 College Savings Plan
  • What Is The Value Of A College Education?
  • What Are The Payments On A Parental (PLUS) Loan?
Will I Be Able To Pay Back My Student Loans?
Advantages Of Coverdell ESA
Advantages of A 529 College Savings Plan
What Is The Value Of A College Education?
What Are The Payments On A Parental (PLUS) Loan?
Cash Flow
  • Should I Pay Down Debt Or Invest More?
  • How Long Will My Money Last?
  • Historical Inflation - Compare Purchasing Power
Should I Pay Down Debt Or Invest More?
How Long Will My Money Last?
Historical Inflation - Compare Purchasing Power
Credit
  • How Long Will It Take To Pay Off My Credit Cards?
  • How Long Until My Loan Is Paid Off?
  • What Would My Loan Payments Be>
  • What Is The Balance OF Owning My Own Loan?
  • Which Is Better, Cash Up Front or Payments Over Time?
  • What Is The Impact Of Making Extra Debt Payments?
  • Should I Pay Off Debts Or Invest Money?
How Long Will It Take To Pay Off My Credit Cards?
How Long Until My Loan Is Paid Off?
What Would My Loan Payments Be>
What Is The Balance OF Owning My Own Loan?
Which Is Better, Cash Up Front or Payments Over Time?
What Is The Impact Of Making Extra Debt Payments?
Should I Pay Off Debts Or Invest Money?
Paycheck & Benefits
  • Convert My Salary Into An Equivalent Hourly Wage
  • Convert My Hourly Wage Into An Equivalent Salary
Convert My Salary Into An Equivalent Hourly Wage
Convert My Hourly Wage Into An Equivalent Salary
Auto
  • Auto Purchase - Loan Vs. 0% Dealer Financing?
  • What Would My Auto Payments Be?
  • Auto Loan - Accelerated Payoff
Auto Purchase - Loan Vs. 0% Dealer Financing?
What Would My Auto Payments Be?
Auto Loan - Accelerated Payoff

HELPFUL RESOURCES

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

WEALTH PLANNING

Sudden Wealth

What should you do if you strike it rich?

Elite Wealth Planning

What it is and why it matters?

Making Wealth Management Decisions as a Couple

ASSET PROTECTION

A Wall Around Your Wealth: The Importance of Asset

Protection

Safeguarding Assets from an Ex-Spouse

Do You Need a Personal Umbrella Policy?

ESTATE PLANNING

The Super Rich’s Three Big Fears—and How They Work

to Overcome Them

Financial Planning for a Special Needs Child

Three Key Elements of Smart Estate Planning

CHARITABLE GIVING

The Power of Charitable Remainder Trusts

Charitable Giving, the Tax-Wise Way

Feeling Philanthropic? A Charitable Planning Primer

LET'S DISCUSS YOUR GOALS


Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Palm Planning Group and JWC/JWCA are unaffiliated entities.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click hereBy following the link, you consent to receipt of the Form CRS electronically.


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