Skip to main content
800.518.6686 info@summit-advisors.com
  •  
  •  

Summit Financial Advisors

Summit Financial Advisors

  • Home
  • About
    • The Philosophy
    • The Practice
    • The Team
    • Announcements
  • Services
    • Financial Planning
    • Wealth Management System
    • Asset Management
    • SFPS | Structured
    • SFPS | Tactical
    • Risk Number Analysis
    • Common Questions
  • Commentary 
    • Blog
    • News
  • Contact

    You are here

  1. Home
  2. Blogs
  3. Online Tools for Financial Planning

Online Tools for Financial Planning

Submitted by Summit Financial Advisors on June 24th, 2015

Managing your finances can be a challenging task. To help you, there are a number of free online tools that can offer guidance and insight. Explore the tools below to get assistance in organizing your financial life. 

For budgeting - Mint.com

Mint brings all your finances together in one convenient place to help you get a comprehensive understanding of your complete financial picture. The free, online service automatically categorizes and calculates your spending in different areas for easy budgeting and can help you set and track saving and debt reduction goals.

View their website to learn more >

For student loan repayment - Bankrate.com’s student loan payoff calculator

Find out how long it will take to pay off your student loans based on varying payment strategies with this easy-to-use tool.  Input different numbers to model different scenarios to help you develop a repayment plan that’s right for you. 

Use the calculator now > 

 

For paying off credit card debt - Creditcards.com’s payoff calculator

Simplify the stresses of eliminating credit card debt by using this straightforward tool. It can help you develop a payment plan based on a desired payoff date or desired monthly payments.  It even provides guidance on avoiding interest charges. 

Go to the calculator now > 

 

For credit score management - CreditKarma.com

Why pay for something when you can get it for free.  Credit Karma agrees with this sentiment and offers 100% free credit scores.  The catch?  It’s only your credit score, not your full credit report. However, it does help you understand how your score compares to others and how you can anticipant potential changes in your score.  

View their webpage to learn more > 

 

For wedding planning - Your Wedding CompanyTM Wedding Budget Calculator

Wondering how much you should spend on each area of your wedding based on your overall budget?   This user-friendly tool makes it easy to develop an itemized budget for your wedding. 

Try it now >

 

For mortgage planning - Mortgagecalculator.org

Taking on a mortgage may be one of the biggest financial commitments of your life.   Mortgagecalculator.org can help you develop a repayment plan and find a lender that may be right for you. 

Explore mortgagecalculator.org today> 

 

For family planning - USDA’s Cost of Raising a Child Calculator

Are you ever really ready to have kids?  Having an idea of how much children might cost you could help you prepare—at least financially.  The USDA’s calculator gives you estimated annual costs for housing, food, transportation, clothing, healthcare, childcare and education and miscellaneous expenses. 

Click here to test out the tool >

 

For retirement savings - AARP Retirement Calculator

When you finally have the time to do the things you want to do, make sure you have the money.  Based on your savings, Social Security, and other various factors, AARP’s Retirement Calculator can give you a look at how your potential retirement income compares to your retirement income needs.  In addition, the tool can help you review your options for overcoming any gaps in retirement income that you may face. 

Use the tool today >

 

For more personal guidance on education funding, portfolio management, retirement strategies or developing an estate plan, take advantage of a complimentary consultation by clicking here. 

This information is being provided strictly as a courtesy. When you link to any web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites you assume total responsibility and risk for your use of the web sites to which you are linking to.

 

Tags:
  • Blog

Book a Complimentary Consultation

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Summit Financial Advisors, LLC

  •   109 Baldwin Avenue, San Mateo, CA 94401
  •  Direct: 650-357-9410
  •  
  •   19 Fourth Street, Petaluma, CA 94952
  •  Direct: 707-206-6000
  •    

Form ADV Part 2A

Summit Financial Advisors, LLC is an SEC Registered Investment Adviser. The financial advisors at Summit Financial Advisors, LLC are also registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC. Investment Advice offered through Summit Financial Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, MD, MN, NC, NH, NJ, NV, NY, TX, VI,  and WA.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

© 2019 Summit Financial Advisors, LLC. All rights reserved.