Get an estimate of your situation with our financial calculators

Our financial calculators cover a wide spectrum of the most important financial planning situations:

  • Investment Comparison
  • Social Security
  • Retirement Plan
  • Estate Plan
  • 1040 & Taxes

These calculators are designed to give you an overview and estimate of your situation so you have a general idea as to what you might expect to encounter for a scenario.

These calculators are not a substitute for the advice and insight of an experienced financial advisor. If you have a particular issue or need that requires more examination, fill out the form below and set an appointment to speak with a Presidential Wealth Management financial advisor.

Investment Comparison Calculator

Social Security Calculator

Retirement Plan Calculator

Estate Plan Calculator

Federal INCOME TAX Calculator

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Social Security & Medicare classES

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November 14 or November 16

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