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6550 North Federal Highway, Ste 505
Ste 505
Fort Lauderdale, FL 33308
T: 954.902.6246
F: 954.902.6248
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1400 E Oakland Park Blvd
Ste 100
Oakland Park, FL 33334-4400
T: 954.902.6246
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2344 Centerville Rd
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Tallahassee, FL 32308-4389
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Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
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Savings & Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget...
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Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a certificate of deposit (CD). Just enter a few p...
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College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
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Compound Savings Calculator
Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additio...
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Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your...
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Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on your results. A delay of even a few years could ...
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Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, auto repairs, medical emergencies, property dam...
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Investment Distributions
This calculator helps you determine either how large or how long periodic distributions can be taken out of an inve...
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Investment Goals
What will it take to reach your investment goal? Use this investment goal calculator to determine how much your inv...
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Investment Returns
Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment ...
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