Calculators
Lifetime of EarningsEstimate how much you have the potential to earn during your working years.
Disability IncomeThis calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred SavingsUse this calculator to compare the future value of investments with different tax consequences.
How Compound Interest WorksUse this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and InflationEstimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A Look at Systematic WithdrawalsThis calculator may help you estimate how long funds may last given regular withdrawals.
Historical InflationThis calculator shows how inflation over the years has impacted purchasing power.
Saving for RetirementThis calculator can help you estimate how much you may need to save for retirement.
My Retirement SavingsEstimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
2012 Federal Income TaxUse this calculator to estimates your income tax liability along with average and marginal tax rates.
Capital Gains Tax EstimatorUse this calculator to estimate your income tax liability, along with average and marginal tax rates.
Home Mortgage DeductionUse this calculator to assess the potential benefits of a home mortgage deduction.
Long-Term-Care NeedsDetermine your potential long-term care needs and how long your current assets might last.
Annuity ComparisonThis calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Interested in a Fuel Efficient Car?Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Buy or Lease an Auto?This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?This calculator will help determine whether you should invest funds or pay down debt.
How Much Home Can I Afford?With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Can I Refinance My Mortgage?This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage TermsEstimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly PaymentsThis calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Life Expectancy?Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate Your RMDHelp determine the required minimum distribution from an IRA or other qualified retirement plan.
Paying Off a Credit CardEnter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?Assess whether you are running “in the black” or “in the red” each month.
Assess Your Life Insurance NeedsThis calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.