Calculators

While they are not intended to predict future results, our calculators are designed as educational tools to help you make financial estimates and answer common financial questions.

Saving & Investing

College Funding: Use this calculator to help develop or fine tune your education savings plan.

Savings Goals: What will it take to reach your savings goal? This financial calculator helps you find out.

Savings Accumulation: Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Estate Planning

Estate Taxes: Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

Retirement & Inflation:

Cost of Retirement: Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

Impact of Inflation: Quickly determine if your retirement plan is on track – and learn how to keep it there.

Retirement Portfolio Lifespan: Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.

Taxes & IRAs

Tax-Deferred Savings: This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.

Cash Management

Cash Flow Analysis: Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.

Net Worth: This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Risk Management

Life Insurance: Find out how much life insurance you really need!

Long-Term Care Self Insurance: Use this calculator to see what it might take to save, or self-fund, your long-term care needs.

LTCI Cost of Waiting: Long term care is needed by those who can’t perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.