Calculators

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Welcome to Zahn Financial Services, LLC!

graphic depiction of retired woman with can in front of stacks of coins

Our mission is to help others build confidence in their retirement readiness. We seek an opportunity to assist individuals, businesses, and families in working towards their financial goals. Understanding your objectives, circumstances and concerns will allow us to help you reach for those goals through prompt communication and relationship building. We use a personalized approach to help develop a financial strategy to those going through transitional phases in life including marriage, having children, purchasing a home, changing jobs, or preparing for retirement.

Building Lifestyles

Retirement Planning
Investments
Wealth Management
Account Review
College Funding
Holistic Financial Planning
Estate Planning & Conservation
Charitable Giving
Life Insurance
Disability Income Insurance
Long Term Care Insurance

Protecting Businesses

Informal Business Valuations
Buy-Sell Agreement Review
Wealth Protection Strategies
Benefit Review
Key Person Insurance
Split Dollar Plans
Business Succession Planning Strategies

Empowering Employees

Retirement Plans
Financial Wellness
Key Employee Insurance
Bonus Plans
Employee Stock Option Plans
Group Benefits
Nonqualified Deferred Compensation Plans

Newsletters

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

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

College Funding

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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