Calculators
Need help planning for your future?
Planning your finances can be difficult and confusing. That’s why we have a variety of tools and calculators to help you better plan for your future.
Are my current retirement savings enough?
Use this retirement savings planner to project the growth of your retirement savings and determine if you are setting aside enough to meet your retirement goals.
How do taxes and inflation impact my investment return?
See the impact of taxes and inflation on your savings. If not accounted for, taxes and inflation, can significantly reduce your rate return.
How much do I need to save for retirement?
Use this retirement savings calculator to determine if you’re on track to meet your retirement goals.
How much life insurance do I need?
Have you considered how your debts and other expenses will be paid if you’re not here to pay them? Use this life insurance calculator to determine how much insurance is appropriate for your situation.
How much money do I need to cover the expense of losing a top employee?
Use this key person protection calculator to determine how much money you’d need to make up lost income if you unexpectedly lose one of your top employees.
How much retirement income can I expect to receive from Social Security?
Use this Social Security retirement income estimator to determine how much you might receive from Social Security throughout your retirement years.
How much retirement income will I receive from my 401(k)?
Use this 401(k) income estimator to determine how much your 401(k) account may be worth at your retirement age and the potential retirement income you might expect from it.
How will payroll adjustments affect my take-home pay?
Understand your paycheck tax savings and how your 401(k) contributions affect your income taxes and take-home pay.
How would a Roth 401(k) account impact my savings at retirement?
Compare your retirement savings between a traditional pretax deferral versus a Roth 401(k) deferral option.
If I die, will my family be able to afford my business debts and mortgage?
With business debt and family income protection funded by life insurance, you can help your family financially after your death. Determine how much income your family would need to cover personal and business expenses.
I’m retired. How long will my savings last?
Will your nest egg be enough to last you throughout your retirement years? See if your assets are sufficient given your monthly income target.
What is the impact of increasing my 401(k) contribution?
Determine the impact of increasing your savings rate and determine which savings rate is appropriate for you. Sometimes small adjustments can have a significant impact on your nest egg.
When should I begin saving for retirement?
What is the cost of waiting to save for retirement? The best time to start saving is now. See how much it will cost you to wait.
