Being a Dave Ramsey Smartvestor Pro, 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 just point you to the best resources to allow you to run some quick calculations. To put these numbers to work, that is where Shanna TIngom of Heritage Financial Strategies comes in.
Go to Dave Ramsey Investment Calculator
Use this calculator to determine if you are on track to save the maximum in your 401(k)..
Go to 401(k) Save the Max Calculator
Determine the monthly payment for a fixed-rate loan mortgage. Compare different offers or the merits of refinancing.
Use our College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs.
Go to College Savings Calculator
This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement.
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA..
Use this calculator to determine the monthly payment for a fixed-rate loan. For car loans, determine if a longer term makes sense.
Use our savings calculator to see how a consistent approach to investing can make your money grow.
Check out the background of firms and investment professionals on FINRA's BrokerCheck
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states AZ, CA, CO, FL, IA, ID, IL, KS, MA, ME, MO, NC, NE, NJ, MI, MD, MN, NM, NV, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to 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. As of 2017, we have become Smartvestor Pro's in affiliation with author and renown financial personality, Dave Ramsey..
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