Calculators
Planning Calculators
When clicking on the calculators below, please understand that you are navigating away from our web site. The information below may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that our company, or the company providing the calculators, assumes any fiduciary duties.
Retirement
- How will retirement impact my living expenses?
- How much will I need to save for retirement?
- Are my current retirement savings sufficient?
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- I’m retired, how long will my savings last?
- When should I begin saving for retirement?
- Should I convert discretionary expenses to savings?
- How much retirement income may my 401(k) provide?
- Compare a Roth 401(k) to a Traditional 401(K)
Qualified Plans
- How much retirement income may an IRA provide?
- How much can I contribute to an IRA?
- Evaluate my company pension payout options
- Should I convert to a Roth IRA?
- What will my qualified plan(s) be worth at retirement?
- What is my current year required minimum distribution?
- What are my lump sum distribution options?
- What is the impact of borrowing from my retirement plan?
Insurance
- How much life insurance to I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- How much disability income insurance do I need?
- What are my long-term care insurance needs?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
- What is the future value of an annuity?
- Which is better, comprehensive plan or high-deductible plan with HSA?
Investment
- How should I allocate my assets?
- Compare taxable vs. tax-free investment return
- What is the value of a bond?
- What is the return on my real estate investment?
- What is the value of compound interest?
- Taxable vs. tax-advantaged savings?
- What is my risk tolerance?
- Certificate of deposit (CD) analyzer
- What is the dividend yield on a stock?
- How do expenses impact mutual fund returns?
- Share Certificate analyzer
The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.