We're here to help you navigate through this unprecedented time. Read Perspectives on the market and COVID-19. Capital Financial Group connect Calculators How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. Loans & Credit Cards Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Mortgage Refinancing Determine whether you should consider refinancing your mortgage. Mortgage Acceleration This calculator can help you determine how soon you can pay off your mortgage. Retirement & Inflation Cost of Retirement Use this calculator to estimate how much income and savings you may need in retirement. Retirement Portfolio Lifespan How Long Will Your Funds Last? Taxes & IRAs Federal Income Tax This calculator can help you estimate your annual federal income tax liability. Tax-Deferred Savings Compare the potential future value of tax-deferred investments to that of taxable investments. IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs. Saving & Investing College Funding Use this calculator to estimate the cost of your child’s education, based on the variables you input. Savings Goals How much do you need to save each year to meet your long-term financial goals? Savings Accumulation Estimate the future value of your current savings. Cash Management Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Lifetime Earnings This calculator is designed to help you attach a dollar figure to your life’s work. Risk Management Life Insurance How much life insurance would you need to produce a sufficient income stream for your family? Life Expectancy Knowing your likely life expectancy is an important factor in making long-term financial plans. Long-Term Care Self Insurance Will you be able to afford nursing home care? California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna) Charles Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Capital Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively. Link to equitable.com Privacy Policy Site Map Back To Top Check the background of this financial professional on FINRA's BrokerCheck