• Resources


Cash Flow Calculators

What is my current net worth?
What is my projected net worth?
What is my current cash flow?
What is my projected cash flow?

College Calculators

How much should I be saving for college?
When should I begin saving for my child's college?

Insurance Calculators

How much life insurance do I need?
How much disability income insurance do I need?
What are my long-term care insurance needs?

Paycheck & Benefits Calculators

What may my 401(k) be worth?
What is the impact of increasing my 401(k) contribution?
What may my 403(b) Plan be worth?
What is the impact of increasing my 403(b) contribution?

Qualified Plans Calculators

Should I convert to a Roth IRA?
What will my qualified plan(s) be worth at retirement?
What is my current year required minimum distribution?
What are my lump sum distribution options?
How do I maximize my employer 401(k) match?
What is the impact of borrowing from my retirement plan?
What is the impact of early withdrawal from my 401(k)?

Retirement Calculators

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
I'm retired, how long will my savings last?
How much retirement income may my 401(k) provide?
Compare a Roth 401(k) to a Traditional 401(K)

Saving Calculators

How long until my savings reach my goal?
Save now vs. save later
How much should I save to reach my goal?
Calculate rate of return
How do taxes and inflation impact my investment return?

Investment Calculators

What is the value of compound interest?
Taxable vs. tax-advantaged savings?
What is my risk tolerance?