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Financial Planning Data

Plan with Precision

Financial
Calculators

Interactive tools designed to help you visualize your goals. From retirement readiness to debt management, start your journey with clear, objective data.

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Putting the Numbers to Work

We have come to appreciate the financial planning tools that Dave Ramsey has on DaveRamsey.com. We feel it best not to reinvent the wheel and to point you to the best resources to allow you to run some quick calculations. To put these numbers to work, that is where Shanna Reed of Heritage Financial Strategies, a Maridea Company, comes in.

Investment Calculator

Quickly project your investment growth and see how your portfolio could perform over time via Ramsey Solutions.

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401(k) Save the Max

Use this FINRA tool to determine if you are on track to maximize your annual 401(k) contributions.

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Mortgage Calculator

Determine monthly payments or evaluate the merits of refinancing with Dave Ramsey's fixed-rate tool.

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College Savings

Calculate the annual investment required to cover future education costs for your children or grandchildren.

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Retirement Outlook

Estimate how much you need to save each year to accumulate enough capital for your projected retirement lifestyle.

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RMD Calculator

Determine your Required Minimum Distribution from a traditional 401(k) or IRA based on current tax regulations.

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Loan Calculator

Calculate monthly payments for fixed-rate loans, including vehicles and personal credit obligations.

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Savings Calculator

Visualize how a consistent approach to investing can compound your wealth over the long term.

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Maridea Wealth Management, LLC (“MWM”), is an SEC-registered investment adviser and a wholly owned subsidiary and affiliate of Maridea Holdings LLC. MWM also does business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.

“Maridea” refers to Maridea Holdings LLC and its subsidiaries and affiliates. Maridea Wealth Management LLC (“MWM”), Maridea Insurance Company LLC (“MIC”), and Maridea Tax and Business Services LLC (“MTBS”) are wholly owned subsidiaries and affiliates of Maridea Holdings LLC. Investment advisory services are offered through MWM, an SEC-registered investment advisor. MWM also does business as Heritage Financial Strategies (“Heritage”). Insurance-related services are offered through MIC. Tax preparation and business services are offered through MTBS. SEC registration does not imply any specific level of skill or training.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these 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, sites, information and programs made available through this site.

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