Insurance Calculators

Comprehensive Life Insurance Analysis

How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
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Disability Insurance

Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
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Fixed Annuity Calculator

A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
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Health Savings Account (HSA) Contribution Calculator

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
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Health Savings Account (HSA) Goal Calculator

Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
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Health Savings Account (HSA) Savings Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
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Health Savings Account (HSA) vs. Traditional Health Plan

Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
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Health Savings Accounts (HSA) Employer Benefit

This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
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Human Life Value

One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earning.
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Immediate Annuity Calculator

Estimate what your monthly payments might be from an immediate annuity.
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Life Insurance Calculator

Find out how much life insurance you really need!
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Long Term Care Calculator

Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
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Variable Annuity Calculator

How can a variable annuity help you save for retirement? Use this calculator to find out.
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Variable Annuity without Surrender Charges

How can a variable annuity help you save for retirement? Use this calculator to find out.
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FL - Electronic filing of partnership information returns (Form F-1065) available

The Florida Department of Revenue has issued a tax information publication informing corporate income taxpayers that beginning January 1, 2022, […]

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FL - Electronic filing of partnership information returns (Form F-1065) available

FL - Governor proposes permanent exemption on baby supplies

In his 2023 State of the State Address, Florida Gov. Ron DeSantis proposed to provide a permanent sales and use […]

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FL - Governor proposes permanent exemption on baby supplies

IRS Offers Checklist of Reminders as Taxpayers Prepare to File 2022 Tax Returns (IR-2023-17)

The IRS has offered a checklist of reminders for taxpayers as they prepare to file their 2022 tax returns. Following […]

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IRS Offers Checklist of Reminders as Taxpayers Prepare to File 2022 Tax Returns (IR-2023-17)

IRS Reminds Taxpayers to Report Digital Asset-Related Income (IR-2023-12)

The IRS has reminded taxpayers that they must report all digital asset-related income when they file their 2022 federal income […]

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IRS Reminds Taxpayers to Report Digital Asset-Related Income (IR-2023-12)

IRS Proposes New Service Industry Tip Compliance Agreement (SITCA) Program (Notice 2023-13)

The IRS has issued a guidance which sets forth a proposed revenue procedure that establishes the Service Industry Tip Compliance […]

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IRS Proposes New Service Industry Tip Compliance Agreement (SITCA) Program (Notice 2023-13)

IRS Reminds Taxpayers to FIle Tax Returns (FS-2023-2)

The IRS has reminded taxpayers of their tax responsibilities, including if they’re required to file a tax return. Generally, most U.S. citizens and permanent […]

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IRS Reminds Taxpayers to FIle Tax Returns (FS-2023-2)

FL - Governor proposes tax relief as part of his "Framework for Freedom" budget

Florida Gov. Ron DeSantis, along with Senate President Kathleen Passidomo and House Speaker Paul Renner, have announced their intent to […]

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FL - Governor proposes tax relief as part of his "Framework for Freedom" budget

FL - Bank holiday affects electronic return and payment deadline

Monday, February 20, 2023, is a bank holiday, and as a result, taxpayers who electronically submit the January Florida sales […]

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FL - Bank holiday affects electronic return and payment deadline

FL - Motor vehicle sales tax rates announced

Florida has announced the motor vehicle sales tax rates by state as of January 18, 2023. Florida law allows a […]

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FL - Motor vehicle sales tax rates announced

FL - Additional guidance issued on tax relief for property made uninhabitable by Hurricanes Ian or Nicole

The Florida Department of Revenue has issued additional guidance regarding property tax relief for residential properties rendered uninhabitable for 30 […]

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FL - Additional guidance issued on tax relief for property made uninhabitable by Hurricanes Ian or Nicole