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Helpful Calculators

Cash Flow Calculators

How much do I need for emergencies?How much am I spending?

Insurance Calculators

What are my needs for burial and final expenses?What are the tax advantages of an annuity?How much will I earn in my lifetime?How much life insurance do I need?

Investment Calculators

How should I allocate my assets?Compare taxable vs. tax-free investment return What is the value of compound interest?Taxable vs. tax-advantaged saving comparison.What is my risk tolerance?

Home & Mortgage Calculators

How much home can I afford?Mortgage calculator Comparing mortgage terms (i.e. 15, 20, 30 year)How do closing costs impact the interest rate?What are the tax savings generated by my mortgage?Should I convert to a bi-weekly payment schedule?

Qualified Plan Calculators

How much can I contribute to an IRA?How much retirement income can my IRA provide?What will my qualified plan be worth at retirement?I am self-employed, how much can I contribute to a retirement plan? What is the impact of borrowing from my 401(k) plan?What is the impact of early withdrawal from my 401(k)?How do I maximize my employer 401(k) match?What are my lump sum distribution options?What is my projected required minimum distributions?

Retirement Calculators

How much will I need to save for retirement?Social security retirement income estimator I am retired, how long will my savings last?Should I convert discretionary expenses to savings?How much retirement income may my 401(k) provide?

Saving Calculators

Becoming a millionaire How long will it take to double my money?Calculate rate of return

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