Calculators
Only 42% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.1
Source 1) Employee Benefit Research Institute, 2011
How much retirement income will you need? Should you refinance your mortgage? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
-
Loans & Credit Cards
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Interest
Lease Payment
Car Affordability
Estate Planning
Retirement & Inflation
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan
-
Taxes & IRAs
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Roth IRA Conversion
Saving & Investing
Risk Tolerance
College Funding
Savings Goals
Savings Accumulation
Taxable Equivalent Yield
Capital Gains Taxes
-
Cash Management
Cash Flow Analysis
Net Worth
Lifetime Earnings
Financial IQ Test
Risk Management
Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Contact Info
DANVERS, MA OFFICE:
150A Andover Street, Suite 2
Danvers, MA 01923
Office: (978) 777-6554
BLOOMINGTON, MN OFFICE:
5270 West 84th St. Suite #310
Bloomington, MN 55437
Phone: (952) 831-8243
Toll Free: 1-800-548-1820
Fax: (952) 400-4900
MAPLE GROVE, MN OFFICE:
11330 86th Ave North
Maple Grove, MN 55369-4528
Office: (952) 541-9201
Fax: (952) 400-4900
SANDESTIN, FL OFFICE:
8969 Heron Walk Drive
Sandestin, FL 32550
Phone: (800) 548-1820
Fax: (850) 650-0802