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 Newport Beach, CA
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Helpful Links & Resources in Newport Beach, CA

There are many great sites on the internet, but trying to actually find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful resources of information.

  • Legal Search: Search related BAR associations on legal matters
  • Bank Rate Monitor: Information on today’s average bank rates
  • Roth IRA: Learn more about the new Roth IRA
  • 360 Degrees of Financial Literacy: This site was launched by the AICPA in December as part of its multi-pronged educational effort on financial literacy. It offers a series of articles on different life stages, such as college, marriage, parenthood, home ownership.

Financial Tools

  • Car Loan Calculator: Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
  • Lease vs. Buy: Should you lease your next automobile or finance it? Find out with this calculator!
  • Accelerated Debt Payoff: Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
  • Credit Card Pay Off: Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
  • Roll-Down Your Credit Card Debt!: The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
  • Investment Goal: Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
  • Stock Option Calculator: Use this calculator to determine the value of your stock options for the next one to twenty five years.
  • Taxable vs. Tax Deferred vs. Tax Free Investment: This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
  • Alternative Payment Frequencies: Use this calculator to determine your payment or loan amount for different payment frequencies.
  • Amortizing Loan Calculator: Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
  • Checkbook Balancer: Balance your checkbook with this quick and easy calculator.
  • Home Budget Analysis: Analyze your budget, see where your money goes and find out where you can improve!
  • Should my spouse work?: This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
  • College Savings: Use this calculator to help develop or fine tune your education savings plan.
  • Cool Million: Find out when your savings plan may make you a millionaire!
  • Savings Goals: What will it take to reach your savings goal? This financial calculator helps you find out.

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