Tools

Calculators – Not sure where to start? Use the “Financial Snapshot” link below.

[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Asset Allocation Tool[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Bond Yield-to-Maturity Calculator[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Cost of Mutual Fund[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Debt Planning[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]FINRA BrokerCheck┬«[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Household Budget┬á(Excel Download)[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Lunch Savings[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Mortgage Payoff Calculator[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Net Worth (Assets/Liabilities) (Excel Download)[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Professional Designations[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Risk Tolerance[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Roth vs. Traditional IRA[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Financial Snapshot[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Social Security Benefits[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]STRATegic Goals[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]401(k) Savings Calculator[/dropshadowbox]

 

Other Useful Resources

[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Stock Quotes & Research[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Mutual Fund Information[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Virtual Stock Market Game[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Overconfidence Test[/dropshadowbox]

 


This website may contain or reference links to websites operated by third parties (Third Party Websites). These links are provided as a convenience only. Such Third Party Websites are not under our control. We are not responsible for the content of any Third Party Website or any link contained in a Third Party Website. We do not review, approve, monitor, endorse, warrant, or make any representations with respect to Third Party Websites, and the inclusion of any link in RichAsAKing.com or any other service provided in connection with it is not and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification or monitoring by us of any information contained in any Third Party Website. In no event, will we be responsible for the information contained in such Third Party Websites or for your use or inability to use such websites. Access to any Third Party Website is at your own risk, and you acknowledge and understand that the linked Third Party Websites may contain terms and privacy policies that are different from ours. We are not responsible for such provisions, and expressly disclaim any liability for them.

This website may contain tools and calculators provided by Third Party Websites and/or by us or our vendors as a service to you for educational purposes only. We do not guarantee the accuracy of these tools or calculators or the results. We are not responsible for, and expressly disclaim all liability for, damages of any kind arising out of the use of these tools and calculators.