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  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares 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. Equitable Advisors is the brand name of AXA Advisors, LLC.

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