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What Are The Tax Savings Of A Qualified Retirement/Cafeteria Plan?

Implementation of a Qualified Plan and/or Section 125 Cafeteria Plan can result in significant tax savings and benefits to both the employer and employee.

What Are My New Business Startup Costs?


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Should I Lease Or Purchase An Auto?

Leasing has become a very popular method of acquiring a new auto. Although the payments may seem attractive, it may not always be the best financial decision versus purchasing the vehicle outright and financing it with a low-int…

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What Is My Potential Estate Tax Liability?

Use this federal estate tax calculator to estimate your tax liability.

Should I Itemize Or Take The Standard Deduction?

If you have numerous itemized deductions such as mortgage interest, charitable contributions, etc., …

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Becoming A Millionaire

It may surprise you how quickly you can accumulate a million dollars.

What Is The Effective Annual Yield On My Investment?

The number of compounding periods per year will affect the total interest earned on an investment. For example, if an…

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How Will Retirement Impact My Living Expenses?

Your living expenses may increase or decrease at retirement but will likely not stay the same. You may travel more, reduce business expenses such as eating out and transportation costs, perhaps your house will be paid…

Qualified Plans
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Evaluate My Company Pension Payout Options

When you reach retirement, and if your company provides a pension program, you will be offered a number of payout options. Typically, they will be the Single Life and the Joint Survivor payout options.

What Is The Impact…

Paycheck and Benefits
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How Much Will My Company Bonus Net After Taxes?

A bonus from your employer is always good, however, you may want to estimate what you will actually take home after federal withholding taxes, social security taxes, and other deductions are taken out.

What Is The I…

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How Should I Allocate My Assets?

Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.

Certificate Of Deposit (CD) Analyzer

Use this calculator to help determine the…

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How Much Life Insurance Do I Need?

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family.

What Is The Future Value Of An Annuity?

Unlike a taxable accou…

Home and Mortgage
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How Many Homes Can I Afford?

When you're buying a home, mortgage lenders don't look just at your income, assets, and the down payment you have. They look at all of your liabilities and obligations as well, including auto loans, credit card debt, child support, pot…

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How Long Will It Take To Pay Off My Credit Card?

Americans today owe more money than ever before. The fact that 'interest never sleeps' means that the situation will continue to worsen unless steps are taken at the individual level to reduce or eliminate debt.


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How Much Should I Be Saving For College?

With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings program is much better than having interest work against you in the futu…

Cash Flow
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How Does Inflation Impact My Standard Of Living??

Use this calculator to determine the impact inflation may have on your standard of living.

What Is My Projected Cash Flow?

A projected cash flow statement can help you evaluate your personal income and expenses an…

Tailored Financial Solutions

Reach out to Five Fold Group and let us know how we can support your financial success. Our team of experts is ready to provide personalized solutions and help you navigate the complexities of accounting and business management. Start your journey to financial prosperity today.

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