EXTERNAL TOOLS, CALCULATORS AND RESOURCES*


Answer a few simple questions and get a estimate and projection to help you determine if you are on track for retirement or if you might need adjustments.


If you have student debt, use these tools to help determine if paying them off or refinancing the debt may make sense for your financial plan.


College 529 Savings plans are a great way to save for college, but they do impact financial aid.


Use this calculator to evaluate the various Social Security claiming options available to you and use the options and amounts as inputs to your retirement planning strategy.


We are in a very low interest rate environment, find the best CD rates across the country and take advantage of higher rates on products that best fit your investment horizon and deposit amount.


Determine if you can save money by refinancing your existing mortgage or if you are looking for a new mortgage, check out the rates and determine a mortgage amount that fits in your budget.


If you come across a term, concept or investing principle that you don't understand or perhaps would like a deeper explanation on, just look it up.


Curious about the background, experience and disclosures of your broker or financial advisor? Look them up here.


W4 WITHHOLDING CALCULATOR

 

Manage your tax payments and deductions by adjusting your withholding.


Determine the impact of high fees in your account.


Understanding and educating yourself on economics can make your hair hurt. Nate Silver and the 538 Economics Blog can make it easier to understand some of the key economic issues.


* External tools are not endorsed or independently verified by J. Bradford Investment Management. Links provided are free tools and resources from third parties that are for education and information purposes only.


PLEASE ALSO REMEMBER:

- Investing and investment management involves risk, including the loss of your initial investment or any investment gains.

- Past performance is no guarantee of future results.

- This generic information is provided for educational purposes only and should not be construed as a recommendation for any individual to take a specific action.

- Please invest prudently and seek professional help from a financial advisor, investment manager, accountant, lawyer or other professional on matters that you are unsure of or that are unique to your personal circumstances.

- Financial Planning and Investment Management Services provided by J. Bradford Investment Management, Nashua NH.