Tools & Resources
Mobile App (Coming Soon)
FinCrafters App
Our insightful, intuitive and easy-to-use app provides a variety of personal finance calculators and an on-demand Personal Finance Report.
Online Calculator
Retirement Planning Calculator
Calculate how much you could withdraw in retirement based on your current income, savings and the value of your existing assets. By using this tool, you will:
- Learn how savings fuel asset growth and building a nest egg
- Assess your human and financial capital
- Compare what your retirement income would look like in different scenarios
- Read the Retirement Scenarios blog to get the most out of this calculator
- Watch the how-to video for using this calculator
DID YOU KNOW?
An investment growing at ~7% CAGR will double every decade, using the asset growth Rule of 72.
Online Calculator
Mortgage Loan Qualification Calculator
Calculate the maximum home loan you could qualify for based on your income and recurring monthly liabilities. By using this tool, you will:
- Understand the criteria banks use to qualify borrowers
- Learn how rental income from a multi-family unit is factored in
- Learn how to compare different home buys such as single-family, townhome or a duplex
- Read the blog article comparing mortgage for different home types
- Watch the how-to video for using this calculator
UpCOMING Books
Engineering Your Tax-Free Retirement
We first learn how inflation, taxes, compounded growth and volatility impacts wealth. We then look at a macroeconomic view of Social Security and Medicare, followed by a framework to optimally allocate your savings to various tax buckets and review investment options designed to generate tax-free stable income streams during retirement. Using an engineer as a sample working professional, we take you through the investment profile of a working and retirement life, incorporating changes in income and expenses.
Your Financial Planning Essentials
All you need to know about personal finance – nothing more, nothing less! We have taken the gist of various topics in personal finance and presented the insights to you here in bite-size format. Topics covered include real estate, college, personal and business taxes, portfolios, investments, estate and retirement.
TESTIMONIALS
What our clients have to say
