All Calculators
Regardless of your situation in life, we all have financial decisions to make. Our collection of easy-to-use calculators can help you make the tough decisions throughout life’s many stages. On this single page, you’ll find all of our resource calculators.
We invite you to scroll down and give them a try.
Paycheck & Benefits
Federal Income Tax Estimator
Out-Of-Pocket Cost Of Pre-Tax Contributions Calculator
2020 Federal Income Tax Calculator
Social Security And Medicare Tax Estimator
Budgeting
Personal Cash Flow Worksheet
Loan Amortization Calculator
Net Worth Calculator
Auto Loan Pyment Calculator
Debt Elimination
Debt Consolidation Calculator
Debt Payoff Optimization Calculator
Loan Amortization Calculator
Retirement
Just Starting Out
Investor Profile And Asset Allocation Calculator
Retirement Income Projector And Gap Analysis Calculator
Roth IRA Future Value Calculator
Saving For Retirement Calculator
Traditional vs. Roth Calculator
Retirement
Mid-Career Guidance
Retirement Income Projector And Gap Analysis Calculator
Retirement Income Calculator
Saving For Retirement Multi-Scenario Calculator
Saving For Retirement: Contributions Needed Calculator
Simple Sustainable Withdrawal Projector
Retirement
Nearing & In Retirement
Cost Of Health Care In Retirement Calculator
Long-Term Care Needs Calculator
Retirement Income Calculator
Retirement Sustainable Withdrawal Rate Accumulation Projection
RMD Lifetime Required Distributions: Traditional IRA’s Calculator
Roth IRA Conversion Calculator
Saving For Retirement: Inside A Plan vs. Outside A Plan Calculator
Social Security And Medicare Tax Estimator
Social Security Break Even Calculator
Insurance
Disability Income Needs Calculator
Life Insurance Needs Calculator
Long-Term Care Needs Calculator
Home & Mortgage
Buying A Home (Mortgage Payment) Calculator
Loan/Mortgage Payment Adjustment Calculator
Net Worth Calculator
Investing & Saving
Immediate Annuity Calculator
Portfolio Withdrawal Calculator
Reaching Your Investment Goal Calculator
Reaching Your Investment Goal: Contributions Needed Calculator
Saving Or Investing Calculator
Taxable vs. Tax-Free Bonds Calculator
Tax-Equivalent Bond Yields Calculator
The Impact Of Inflation On Investment Returns Calculator
College
Saving For College Calculator
Time Value Of Money: Future Value Of A Single Sum Calculator
Uniform Gifts To Minors Act (UGMA)
Uniform Transfers To Minors Act (UTMA)
The Impact Of Inflation On Investment Returns Calculator
Paycheck & Benefits
Business Succession Strategy Calculator
Buy-Sell Agreement Calculator
Federal Estate Tax Estimator
Federal Gift Tax Estimator
How An Irrevocable Life Insurance Trust (ILIT) Works
Life Insurance Needs Calculator
What Is A Trust?