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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Welcome to Van Pelt & Company

Our philosophy is simple:
excellence begins and ends with the people we serve.

We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck