Calculators

You can review interesting calculators on my site.

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Academy Wealth Management Group is here to inspire our clients to take control of their financial lives.

We exist to represent our clients' interests. We provide our clients with customized solutions catered to their individual needs. We are not a big bank. We are not a call center. We are not a faceless institution. We communicate with our clients directly and personally. We pick up the phone when our clients call us. We are available, and we are answerable. We work for our clients as organizers, coaches and problem solvers. We enhance, simplify, guide, and grow our clients' financial lives. We are Personal Wealth Managers.

Take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. Should you, friends, family, or co-workers ever have questions about retirement, a 401k rollover, the stock market, asset protection, or the current state of the economy, feel free to explore and use the resources on our website, or contact our office directly. It's our pleasure to assist you anyway we can.

Thank you,

Vernon S. Werre

Founder

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Calculators

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Videos

Newsletters

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators