Planning Calculators

Our financial planning calculator resource page helps you calculate a variety of things including retirement needs, investment planning, insurance planning and more.

When clicking on the calculators below, please understand that you are navigating away from our web site. The information below may help you analyze your financial needs.

It is based on information and assumptions provided by you regarding your goals, expectations and financial situation.

The calculations do not infer that our company, or the company providing the calculators, assumes any fiduciary duties.

Retirement

• How will retirement impact my living expenses?

• How much will I need to save for retirement?

• Are my current retirement savings sufficient?

• Social security retirement income estimator

• How does inflation impact my retirement income needs?

• I’m retired, how long will my savings last?

• When should I begin saving for retirement?

• Should I convert discretionary expenses to savings?

• How much retirement income may my 401(k) provide?

• Compare a Roth 401(k) to a Traditional 401(K)

Insurance Calculators

• How much life insurance to I need?

• What is my life expectancy?

• What are my needs for burial and final expenses?

• How much disability income insurance do I need?

• What are my long-term care insurance needs?

• What are the tax advantages of an annuity?

• How long will my current life insurance proceeds last?

• What is the future value of an annuity?

• Which is better, comprehensive plan or high-deductible plan with HSA?

The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.