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Financial Calculators

Socking away money for retirement is a great idea, but how much do you really need to save? How long do you need to work to set yourself up comfortably in your golden years?

You might have other concerns, related to insurance, or your mortgage, or saving for your kid's college fund.

Take a look at the calculators below to help you solve these problems, and feel free to give us a call if you'd like more help!

College Tuition Planning

  • College Tuition Planner - Use this detailed calculator to help you determine how much, per child, you'll need to save per month to be prepared for their college careers.

Estate Planning

Financial Planning

  • Net to Gross Paycheck Calculator - Are you wondering how much money you'll actually take home every week? Use this calculator to figure out what your take-home pay will be each pay period.
  • Net Worth - Use this calculator to calculate your current net worth, taking into account both your assets and liabilities.
  • Present Value / Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.
  • Savings Goal Planner - Illustrates how much money you need to save to reach your savings goal in the time you set.
  • Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.

Insurance

  • Life Insurance Needs - Estimates the amount of life insurance that would be needed to pay final expenses, to pay off debts, to ensure children are cared for and to set up a family emergency fund in the event of the death of a breadwinner or stay-at-home parent.

Mortgage

  • Amortization - Determines the periodic payment you will have to make to repay a loan in a specified time.
  • Mortgage Loan Calcultor - A simple calculator to show you what your monthly payment on your mortgage will be, based on your loan amount, interest rate, and how many months you have to pay it.
  • Mortgage Payoff Calculator - This calculator will show you how much money you could save by paying off your mortgage early.

Retirement

  • 401(k) Savings Calculator - A calculator designed to show you how much money your money could make you in the future - if you start saving in a 401(k) now!
  • 457 Savings Calculator - Use this calculator to determine what your retirement savings could be if you utilize a 457 Employee Savings Plan.
  • Future Value of Regular Payments - Shows how much annual contributions to a savings account will be worth in the future.
  • Periodic Withdrawals from a Lump Sum - Illustrates how much money can be periodically taken out of an account based on the amount of money invested, the growth rate and the payment period.
  • Present Value / Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.
  • Retirement Planner - Use this calculator to help you decide if you are on track to saving the amount of money you will need in retirement...and lets you adjust the numbers to see what you need to change to catch up!
  • Retirement Savings Calculator - Guides you through the process of estimating the additional savings you will need to meet your retirement income goals.
  • Roth 401(k) vs. Traditional 401(k) and your Paycheck - A comparison calculator that displays the differences between a Roth and a Traditional IRA account.
  • Roth IRA Calculator - Allows you to see how much your monthly contributions will add up over the years, if you put them into a Roth account.
  • Savings Goal Planner - Illustrates how much money you need to save to reach your savings goal in the time you set.
  • Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.
  • Traditional IRA Calculator - Allows you to see how much your monthly contributions will add up over the years, if you put them into a Traditional account.

Social Security

  • Present Value / Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.
  • Savings Goal Planner - Illustrates how much money you need to save to reach your savings goal in the time you set.
  • Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. The financial calculators provided here are informational in nature only and are not representative of any particular investment. Securities products are subject to investment risk, including the possible loss of principal.