Knowledge is Power
Video Library
Fiduciary Difference
1 min 13 secs
Learn why it’s better to seek financial advice from a fiduciary.
Tax & Income Planning
3 mins 12 secs
Learn about the importance of tax & income planning and why you should develop a financial strategy to get the most out of your golden years.
Introduction to Shone Wealth Management
1 min 33 secs
A message from the founder of Shone Wealth Management.
Shone Wealth Management Technology
1 min 21 secs
Hear about the technology available to clients.
Shone Wealth Management Investment Philosophy
4 mins 8 secs
Learn about the investment approach at Shone Wealth Management.
Shone Wealth Management The Art of an Efficient Portfolio
4 mins 8 secs
In this video, Shone Wealth Management's Trading and Planning associate, Griffin Sheehy, shows us what we can learn from the Golden State Warriors that will help us be better investors.
Reaching out to Shone Wealth Management
4 mins 8 secs
In this video, Vice President of Wealth Management, Richard Gross, shares with us the process of reaching out to Shone Wealth Management.
Shone Wealth Management Cash Flow Planning
4 mins 8 secs
A video from Richard Gross, Vice President of Wealth Management, on a way to earmark income according to your goals so that you can have a bright financial future.
Shone Wealth Management Tax Planning
4 mins 8 secs
In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of tax planning.
Shone Wealth Management Equity Compensation Planning
4 mins 8 secs
In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of equity compensation planning.
Shone Wealth Management Investment Planning
4 mins 8 secs
In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of investment planning.
Shone Wealth Management 10B5-1 Trading Plans
4 mins 8 secs
In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of 10B5-1 Trading Plans.
Shone Wealth Management Net Unrealized Appreciation (NUA)
4 mins 8 secs
In this video Mark Shone, President of Shone Wealth Management, shares with us importance of NUA.
Shone Wealth Management Retirement Planning
4 mins 8 secs
In this video Vice President of Wealth Management, Richard Gross, explains to us the importance of Retirement Planning.
Financial Calculators
Disclosure: The information provided in the below links are strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.
- Retirement & Savings
- Insurance & Taxation
- Home & Mortgage
- College
- Cash Flow & Credit
- Paychecks & Benefits
- Auto
- FINRA Calculators
How does inflation impact my retirement income needs?
Convert discretionary expenses to savings
Savings How long will it take to double my money?
How long until my savings reach my goal?
Save now vs. save later
How much should I save to reach my goal?
What will my current savings grow to?
Calculate rate of return
How do taxes and inflation impact my return?
What are the chances of becoming disabled?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
Taxation Federal income tax calculator
How much self-employment tax will I pay?
What is my tax-equivalent yield?
Tax refund estimator
Tax freedom day
Comprehensive mortgage calculator
Should I convert to a bi-weekly payment schedule?
What are the tax savings generated by my mortgage?
Compare an interest-only versus traditional mortgage
Advantages of the Coverdell ESA
Advantages of a 529 College Savings Plan
What is the value of a college education?
What are the payments on a parental (PLUS) loan?
How long will my money last?
How much will I earn in my lifetime?
Historical inflation – Compare purchasing power
Credit How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
What is my tax-equivalent yield?
What would my loan payments be?
What is the balance owing on my loan?
Which is better, cash up front or payments over time?
What is the impact of making extra debt payments?
Should I pay off debts or invest the money?
Convert my hourly wage to an equivalent salary