
Advanced Calculators
For Liability Advisors Needing More Advanced Capabilities

01
This calculator helps you determine if buying (or keeping) an investment property is going to provide a return that is meeting your goals now or in the future.
02
This calculator allows you to model side-by-side options to see subtle differences. It is based on the left (first) option and shows the red/green impact of a chance. You can name each column, and you can drag and drop using the header..


03
This calculator allows you to compare a simulation of whether buying a house now is better than waiting to buy a house at a future time.
04
This calculator helps you identify the potential savings from a refinance and the breakeven with how much the client can then SPEND, SAVE or REPAY


05
This would take the consumer through the 7-Steps to identify key decisions they need to consider as part of their lending journey to Borrow Smart.
06
This HUB would be at the heart of a branded calculator tool that you would share with your referral partners and clients to create engaging converations.


07
This calculator takes a principal amount, interest rate, and normal length of the loan, and then allows you to determine how long you’d like the loan to last - solve for new payment or how much you'd need to pay to pay off the loan in a specific period of time.
08
The calculator will help with the FAST Trading Down Strategy, as well as anyone who is considering the selling of a current house to buy a smaller, less expensive house.


09
Use this to compare the return potential on building or adding an additional dwelling unit on your current property for rental income or future appreciation.
10
The calculator will allow you to look at free cash flow used to directly repay (or with the help of a HELOC) any existing mortgage. Set target payoff, payments, etc.


11
Create a debt snowball or debt avalanche plan to rapidly pay off interest rate debt in the most efficient way possible.
12
The calculator will allow you to simulate a variety of different savings scenarios to hit a future savings or other financial goal.


13
This calculator doesn't deal with inflation, taxes, or any of that complicated stuff. This is just a simple calculator that lets you start with an amount of money and make regular monthly deposits, and see how much it grows.
14
coming - Inflation Adjusted Cost of Borrowing
The calculator will perform an analysis to identify the true cost of borrowing over time as adjusted for inflation and prepayments.


15
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This calculator starts with a goal of getting to $1,000,000 in savings, and allows you to experiment with different returns, monthly payments, or lump sums to find the right timing and fit for you!
16
The calculator helps you determine if you are on track with your college savings needs for as many children as needed. Calculate your shortfall or surplus and plan, plan, plan!


17
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This calculator lets you save different scenarios for easy reference. Compare a 30 year against a 15 year. Compare different interest rates of down payments.
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The calculator helps you compare the fastest mortgage payoff using all current free cash flow, including the use of debt to repay the loan faster!


