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  • About
    • History
    • Founding Partners
    • Our Staff
      • Linda J. Harris, MBA, CPA
      • Julie Jagoda-Booth, CPA
      • Denise D. Veloski, CPA
      • Scott Dill
      • Kira Domes, CPA
      • Melissa Harris
      • Luke Mleczko
      • Bobbi Storer
      • Sonya Walters
      • Jodi Watz
      • Kathy Wright
    • Peer Review Letter
    • Community Involvement
    • Firm News
  • Services
    • Small Business Accounting
    • Audits, Reviews, Compilations, SSAE 16
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
    • Tax Services
    • Advanced Tax & Wealth Planning
    • Marketing
  • Resources
    • Industry News
    • Refund Tracker
    • Planning Tools
    • Donation Guide
    • JMA Newsletter
    • Important Family Documents
    • Sexual Harassment Materials
  • Contact
    • Locations & Directory
Home » Special Situations – Decision Tools »

Special Situations – Decision Tools

Decision Tools
Caring for an aging parent
Housing options for aging parents
Tips for caregivers

Financial basics
Auto loan payment calculator
College funding options analyzer
College savings analyzer
Credit cards–advantages vs. disadvantages
Growth of annual deposits calculator
Loan amortization calculator
Mortgage payment calculator
Net worth calculator
Personal cash flow worksheet
Saving for your retirement
Should you save in a 401(k) or a Roth IRA?

Insurance basics
Auto insurance analyzer
Comparison of types of life insurance
Disability income needs worksheet
Homeowners insurance quiz
Life insurance needs analyzer

Remarriage
Planning for marriage to someone with children
Providing for children from a previous marriage
Remarriage and prenuptial agreements
Remarriage with children: income tax considerations
Remarriage: sharing assets and debts

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