Financial Planning Calculators
Our comprehensive financial calculators can help answer your financial questions and address key concerns. Find calculators for retirement, investment, insurance, and lifestyle below.
Retirement Savings Calculators
Retirement calculators are essential for planning your savings and managing income. You can estimate how much to save, identify potential shortfalls, and navigate Required Minimum Distributions (RMD) to avoid penalties and plan for a secure retirement. (Calculators are a great starting point but we always recommend consulting a financial advisor for more personalized guidance.)
Savings for Retirement Calculator
Assess your financial preparedness and find ways to solidify your retirement outlook.
My Retirement Savings Calculator
Estimate how long your retirement savings might last based on your desired monthly income.
Estimate Your RMD Calculator
Find out how much you can withdraw annually from your retirement accounts once you reach 73-years old (or 75 if you’re born after January 1, 1960).
Investment Calculators
Estimate how much to save for goals like retirement and see how different investment strategies might play out based on factors, like risk tolerance. Investment calculators empower you to make informed investment decisions and track your progress towards reaching your financial objectives. (These are great tools to start but should not replace a financial advisor when it comes to your investment needs.)
Taxable vs. Tax-Deferred Calculator
Compare the potential future growth of an investment with and without annual taxes, and see how much you could gain by deferring taxes until withdrawal.
Compound Interest Calculator
Explore the potential impact of compound interest and get a personalized estimate of your investment's potential future value.
Financial Risk Tolerance
Discover your risk tolerance to help tailor your asset allocation.
Dividend Yield Calculator
Analyze both pre-tax and after-tax yields for individual stocks to give you a more clear picture of potential returns.
Insurance Calculators
Insurance calculators estimate your coverage needs based on your individual situation to help you avoid being under or over-insured. (Use these as reference to start but consult an insurance professional for more tailored advice.)
Life Insurance Calculator
Empower your family’s well-being and assess their potential needs in the unfortunate event of your passing.
Long-Term-Care Calculator
Explore two key approaches for long-term care—self-insurance and purchasing long-term care insurance—to get a personalized estimate of your potential long-term care needs and see how long your current assets might last.
Lifestyle Calculators
Lifestyle calculators offer guidance on how your daily choices and long-term goals affect your finances to make better informed long-term decisions. (Talk to a financial counselor for more in-depth guidance on managing your daily finances and long-term goals.)
Car Cost Calculator
Estimate your breakeven period, the number of months it might take for fuel savings to offset the initial cost of a new, more fuel-efficient car.
Bi-Weekly Payments Calculator
Compare traditional monthly payments to a bi-weekly schedule and discover how much sooner you could be mortgage-free.