Broadway Advisor Group

    The Broadway Toolkit

    Every tool you need
    to think clearly about money.

    Calculators for every stage — from your first budget to your last Roth conversion. A glossary built for humans, not finance majors. And the same editorial we share with our clients. Free. No email required. No upsell.

    7 interactive calculators60+ glossary termsWeekly market insightsZero gating

    Interactive Calculators

    Run your own numbers.

    Live, client-side. Nothing leaves your browser. Move sliders, watch the math respond. When you're ready for personalized planning, we're here.

    Cash Flow2 min

    50/30/20 Budget Planner

    Allocate your monthly take-home between needs, wants, and savings — with a 10-year wealth projection.

    Open Calculator
    Planning2 min

    Savings Goal Planner

    Solve for the monthly contribution needed to hit any target — house, college, sabbatical, business runway.

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    Retirement3 min

    Retirement Projection

    Project your nest egg, compare against the 4% rule, and see your inflation-adjusted spending power.

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    Debt2 min

    Debt Payoff Strategy

    See how much faster — and cheaper — your debt disappears with even a small extra monthly payment.

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    Fiduciary2 min

    Advisor Fee Comparison

    What does a 1% fee difference cost you over 25 years? Often six or seven figures. See for yourself.

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    Tax Strategy3 min

    Roth Conversion Analyzer

    Pay tax now or pay tax later? Model the long-arc tradeoff before committing to a conversion.

    Open Calculator
    Equity Comp3 min

    RSU Vest Tax Estimator

    Built for Regeneron, GlobalFoundries, and IBM employees — see your real net cash and the under-withholding gap.

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    Reference Library

    Read, learn, decide.

    60+ terms

    Financial Glossary

    Plain-English definitions for the terms you'll hear in wealth management — from Backdoor Roth to Qualified Purchaser.

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    Updated weekly

    Insights & Market Notes

    Original commentary on markets, tax policy, and the realities of building wealth in New York's Capital Region.

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    When You're Ready for the Real Thing

    Calculators answer questions.
    We answer yours.

    These tools are a starting point. A real plan accounts for your tax bracket, your equity comp, your family, and the things you can't quantify on a slider.

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    Related

    resource

    Financial Glossary

    Plain-English definitions of wealth management terms.

    resource

    Budget Calculator (50/30/20)

    Allocate monthly take-home between needs, wants, and savings — with 10-year wealth projection.

    resource

    Savings Goal Calculator

    Solve for the monthly contribution to hit any savings target by any date.