Calculators

Estimate how much you have the potential to earn during your working years.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Use this calculator to compare the future value of investments with different tax consequences.

Use this calculator to better see the potential impact of compound interest on an asset.

This questionnaire will help determine your tolerance for investment risk.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

This calculator may help you estimate how long funds may last given regular withdrawals.

This calculator shows how inflation over the years has impacted purchasing power.

This calculator can help you estimate how much you may need to save for retirement.

Estimate how long your retirement savings may last using various monthly cash flow rates.

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Use this calculator to assess the potential benefits of a home mortgage deduction.

Determine your potential long-term care needs and how long your current assets might last.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

This calculator compares the financial impact of leasing versus buying an automobile.

This calculator will help determine whether you should invest funds or pay down debt.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate the total cost in today's dollars of various mortgage alternatives.

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Enter various payment options and determine how long it may take to pay off a credit card.

Assess whether you are running “in the black” or “in the red” each month.

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.