Firm Overview Professionals Directors Senior Managers Paul A. Alampi CPA Raquel Arrechea CPA, MST Marlon J. Dunbar CPA/PFS, EA, MSA Suzy Lee CPA, MST Dennis B. Murtha CPA Andrea Nodoro CPA, MBA, MST Stacy L. Palmer CPA, MBA, MST Christopher Souza CPA Bee K. Tan CPA Paul Wiley III Managers Affiliations Overview Alternative Investments Assurance Business Tax Consulting & Advisory Family Office Solutions Individual Tax Outsourced Accounting & Business Support Services Useful Links Tax Tool & Financial Calculators
- Home Financing
Should I refinance? How much will my fixed rate mortgage payment be? How much will my adjustable rate mortgage payments be? How much will my payments be for a balloon mortgage? Should I rent or buy? Which mortgage is better for me? How much will I save by increasing my mortgage payment? How much mortgage might I qualify for? How much home can I afford? Should I consolidate my loans?
- Personal Financing
How much can I afford? How long will it take to pay off my credit card? How much do I need to save for college? How much will I need to save for a major purchase? How much can I afford to borrow? What is my loan rate? How long will it take to pay off my loan? How much will my loan payments be? Should I consolidate my loans? Is an Auto Loan or Home Equity Loan best for purchasing a car? How soon can I eliminate my debts?
What is the yield on my portfolio? How can I save a million dollars? What is my investment yield? What is my future value worth today? What will my investment be worth in the future? How much could I save over time? What rate would I need to earn on my savings? What savings amount should I start with? How much should I save each month?
Which is better for me, a Traditional IRA or a Roth IRA? How much will my Traditional IRA be worth at retirement? How much will my Roth IRA be worth at retirement? How long will my retirement savings last? What rate do I need to support my retirement? How much do I need to fund my retirement? How much can I spend each month in retirement?