Resources

FINANCIAL CALCULATORS

At Coastal, we would like to provide you with the best resources possible to make informed decision.  These interactive calculators have graphs and reports and are fully customizable to assist you with your own financial planning.

Estate Tax Planning

Knowing your potential estate tax liability is a great starting place when it comes to planning.  You can use this calculator to help estimate your estate tax liability under different scenarios.  Click here for the Estate Tax Planning calculator.

Investment Returns

Annual Rate of Return is just one of the parameters affecting your investing sucess.  Use this calculator to help see how inflation, taxes and your personal time horizon can impact your bottom line.  Click here to use the Investment Returns calculator.

Investment Savings and Distributions

Building your investment savings is one thing, how long it will last is another.  Use this calculator to see the effects of distributions and how long your savings should last.  Click here to use the Investment Savings and Distribution calculator.

Required Minimum Distribution

As the owner of a retirment account you need to be aware of your Required Minimum Distribusiton (RMD).  This calculator will assist you in determining yoru current year RMD as well as looking at future year’s distributions requirements.  Click here to use the Required Minimum Distribution calculator.

Home Budget

A critical component to savings is knowing what you are spendign on a monthly basis.  This calculator will assist you in showign how yoru monthly budget is divided and how you much you can allowcate to savings.  Click here to use the Home Budget calculator.

Links of Interest

• The Wall Street Journal
• Investors Business Daily
• Bloomberg
• Barrons

WARNING: ALL LINKS ON THIS PAGE TAKE YOU TO THIRD PARTY SITES, THE CONTENT OF WHICH IS OUTSIDE OF OUR CONTROL.