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Fulcrum Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Fulcrum Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Files for download

June Market Update (163KB)
May Market Update (179KB)
April Market Update (174KB)
March Market Update (168KB)
February Market Update (178KB)
January Market Update (123KB)
December Market Update (91KB)
2019 Financial Year-End Checklist (188KB)
November Market Update (95KB)

Market perspectives

Before the Bell - July 02
After the Close - June 26
Weekly Markets Commentary - June 29
Perspectives from Columbia Threadneedle - June 09
Economic Perspectives - May 29

Calculators

Retirement Calculators

Retirement Income Calculator

Explore how much monthly income your retirement savings can provide. Get started
Retirement Planner

Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options. Get started
Roth IRA Conversion

Decide whether a Roth IRA conversion is right for you. Get started

Investing Calculators

Investment Returns

Learn whether your anticipated investment returns will meet your long-term investment goals. Get started
Impact of Inflation on Investment Returns Calculator

Determine the effect inflation has on your investment returns over time. Get started

Personal Finance Calculators

Accelerated Debt Payoff

Discover how much you could save in interest expenses by consolidating and increasing payments on your debt. Get started
Refinance Interest Savings

Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment. Get started
Net Worth Calculator

Figure your current net worth and estimate your outlook for the next 10 years. Get started

Education Calculators

College Savings

Estimate whether you’re saving enough to fund your educational goal. Get started

Taxes Calculators

1040 Tax Calculator

Get a preview of your next tax refund or payment when you enter your filing status, income, deductions and credits. Get started
Marginal Tax Calculator

Estimate taxes for your investment, retirement or unexpected income. Get started
Savings, Taxes and Inflation

See how much your savings will be worth after taxes and inflation. Get started

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