Joseph Giangiulio,
CPA/PFS, CFP®

CONNECT

Address:

3030 Lyndon B Johnson Freeway
Suite 1460 LB 16
Dallas, TX 75234

Phone:

(972) 960-9200

Fax/Other:

(469) 916-1810

Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

Retirement & Inflation

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxes & IRAs

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Saving & Investing

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

Cash Management

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck