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Calculators

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Rick Wang Financial LLC

Rick Wang Financial is serving Illinois and various other states.  Founded in 2001, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

We understand how important it is for you to be able to trust your insurance agent and financial planner, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds.  Regardless of the direction the economy and interest rates take in the future, it is important to have a trusted agent you can count on to give you the news straight and look after your best interests.

That agent is Rick Wang Financial.  We are experienced, responsive and understand your need for integrity and transparency.

To schedule a time to discuss your retirement future contact us at rick@rickwangifnancial.com or call our office at (815) 608-6616.

BETTER BUSINESS BUREAU

Member, Chicago and Northern Illinois A+ Rating

Rick Wang Financial LLC BBB Business Review
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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IRA Eligibility

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

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

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

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