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Tools To Get You Started
As a benefit to our clients and prospective clients, Sgroi Financial makes available the following free tools to assist with your financial planning.
• CASH FLOW •
Should I pay down debt or invest more?
How long will my money last?
• CREDIT & DEBT •
How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
What is the impact of making extra payments?
• HOME & MORTGAGE •
How much will a mortgage cost me?
What are the tax savings generated by my mortgage?
• COLLEGE •
Will I be able to pay back my student loans?
What are the advantages of a Coverdell ESA?
What are the advantages of a 529 plan?
• RETIREMENT •
How much social security should I expect in retirement?
How does inflation impact my retirement income needs?
• INSURANCES •
What is my life expectancy?
What are my chances of becoming disabled?
What are the tax advantages of an annuity?
• SAVINGS •
How long will it take to reach my investment goal?
What will my current savings grow to?
• INVESTMENT •
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