Broker Check
Stas Politis, CPFA®
Stas Politis, CPFA®
Upward Wealth Group, LLC Employer-Sponsored Plan Advisor & Investment Representative
https://www.upwardwealthgroup.com (561) 345-3992

At Upward Wealth Group, we understand the critical role of employer-sponsored plans in talent retention and employee financial well-being. By reducing financial stress, these plans foster a healthier work environment and enhance productivity and performance. With our tailored approach, we ensure that your company's retirement plan is not just effective but also aligned with your organizational goals.

Our services cater to a diverse clientele, including self-employed professionals, entrepreneurs, business owners, and executives/trustees seeking to optimize their retirement savings. With decades of experience and a commitment to personalized solutions, we specialize in crafting employer-sponsored retirement plans that suit your specific requirements. Whether you prefer a straightforward, easy-to-administer plan or a more intricate one tailored to your unique circumstances, we've got you covered.

Given their substantial contribution to our retirement nest eggs, we recognize the significance of 401(k) plans in retirement planning. It's essential to synchronize all your savings and investments inside and outside employer-sponsored retirement plans to maximize their combined potential in achieving your retirement objectives. By harmonizing these elements, we can build a comprehensive portfolio that works synergistically toward securing your financial future.

Let's collaborate to design a retirement plan that meets regulatory requirements, empowers your employees, and positions your business for long-term success. Reach out to us today to embark on this journey toward financial security and prosperity.

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Should I Buy or Lease an Auto?

When shopping for a car, one of the biggest decisions is whether to buy or lease. This calculator helps you compare the total cost of each option, so you can make an informed choice that fits your budget and lifestyle. Keep in mind that the most cost-efficient option over the long term is often to purchase a year-old, low-mileage vehicle with cash—avoiding interest payments and sidestepping much of a vehicle's initial depreciation. However, for most people, that is a significant amount of money to spend all at once. So this calculator helps you weigh the two most common alternatives.

Financing a Vehicle

Enter the down payment, loan amount, and loan information for the vehicle you're considering.

These are example values. Update them to reflect your personal situation.

$
$0 $100,000
$
$0 $200,000
years
%

Leasing a Vehicle

Enter the lease down payment, monthly payment, and lease term for comparison.

$
$0 $500,000
$
$0 $500,000
years

When shopping for a car, one of the biggest decisions is whether to buy or lease. This calculator helps you compare the total cost of each option, so you can make an informed choice that fits your budget and lifestyle. Keep in mind that the most cost-efficient option over the long term is often to purchase a year-old, low-mileage vehicle with cash—avoiding interest payments and sidestepping much of a vehicle's initial depreciation. However, for most people, that is a significant amount of money to spend all at once. So this calculator helps you weigh the two most common alternatives.

Your Buy vs. Lease Comparison

This scenario compares the total cost of buying versus leasing based on your inputs. Remember, buying means you own the car at the end, while leasing means you return it.

Cost Difference

$0

comparison text
directions_car Buy the Car
Down Payment
$0
Annual Loan Payment
$0
Total Loan Payments
$0
Total Cost to Buy
$0
event_available Lease the Car
Down Payment
$0
Monthly Lease Payment
$0
Total Lease Payments
$0
Total Cost to Lease
$0

Cost Comparison

The Interest Rate provided when financing a vehicle is a hypothetical example used for illustrative purposes only. It is not representative of any specific investment loan program.

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