Automobile

  1. Lease or buy an automobile?
  2. Loan vs. 0% dealer financing
  3. What would my auto payments be
  4. Upgrade to a more fuel efficient vehicle
  5. Auto loan: accelerated payoff
  6. How much vehicle can I afford?

Taxes

  1. What is my potential estate tax liability?
  2.  Federal income tax estimator
  3. Should I adjust my payroll withholdings?
  4.  Will my investment interest be deductible?
  5. How much self-employment tax will I pay?
  6. Capital gains (and losses) tax estimator

Cash Flow

  1. Does inflation impact my standard of living?
  2. How much am I spending? –
  3. How much do I need for emergencies?
  4. Pay down debt or invest more?
  5. How long will my money last?
  6. Should my spouse work?

Credit

  1. How long will it take to pay off my credit card?
  2. How long until my loan is paid off?
  3.  What are my loan payments?
  4. What is the balance owing on my loan?
  5.  Consolidate my personal debt?
  6.  Re-structuring debts for accelerated payoff

©2020 AG Fintax All Rights Reserved .