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Taking a Closer Look: Calculators

Loan & Mortgage Calculators

The following calculators are being provided as a courtesy to help gain an overview type of perspective on the different topics provided. They are being provided by sources we believe to be reliable; however, we cannot guarantee or represent that they are accurate or complete. Please do not use these calculators to make any financial decisions without first consulting with the appropriately licensed professional for further review.

Retirement Calculators

  • Retirement Calculator How much must you save each month for your retirement?
  • IRA Calculator What will your Individual Retirement Account (IRA) be worth when you get ready to start drawing on it?
  • Roth IRA Calculator How does a Roth IRA compare to a traditional IRA?

Savings Calculators

Estate Planning Calculator

Serving veterinary professionals, medical professionals,
dental professionals and small business owners in West Linn,
Oregon City and the Portland Oregon metro area.
investment strategies — exchange traded funds — oil & gas royalties
third party money management — 1031 exchange — tax planning
insurance planning — retirement planning — college funding
estate planning — financial planning — gifting strategies

 

Advisory services offered through McCoy Foat Wealth Management Group (MFWMG). Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction: 310 N. State Street, Suite 206, Lake Oswego OR 97034.

Consult McCoy Foat & Co CPAs for tax advice. MFWMG and IFG do not offer tax or legal advice.