Click on any of the links below to help in your planning process.

Retirement Topics

Retirement Planner

Determine if your retirement plan is on track »

Retirement Income

How much monthly income will retirement savings provide »

Retirement Shortfall

Find a potential shortfall in your current retirement savings plan »

RMD & Stretch IRA Calculator

Stretch out retirement plan distributions for as long as possible to avoid taxation »

72(t) Calculator

Determine the amount of penalty-free, early withdrawals you can take from retirement accounts »

Social Security Benefits

Estimate Social Security benefits »

72(t) Distribution Impact

The effects of taking early distributions on retirement balances »

Beneficiary Required Minimum Distributions

RMD calculation for the retirement account beneficiary »

Required Minimum Distribution (RMD)

RMD calculations for an account owner over time »

Required Minimum Distribution (RMD) for Current Year

RMD calculations for an account owner for the current year »

Caring for Family Topics

Needs Analysis: Financial & Insurance

Calculates how much life insurance is needed »

Life Insurance for Income Replacement Worksheet

Determine the amount of insurance needed to replace income »

Life Insurance Calculator

Calculates how much life insurance is needed »

Estate Tax Planning

Estimate estate tax liability »

Lifetime of Income Estimator

Simple calculation to determine replacement income »

Student Budget

Help college students understand expenses and income »

Long Term Care Calculator

Checks financial readiness for this impending expense »

Small Business Owner Topics

Amortizing Loan Calculator

Choose between calculating loan payments or loan amount »

Investment Loan

Effect of using a loan to purchase an investment or appreciable asset »

Business Valuation - Discounted Cash Flow

The Net Present Value of a business and illustrates projected growth »

Equipment Buy vs. Lease

Compares leasing versus financing/buying equipment »

Financial Ratios

Several business factors, such as solvency, liquidity, operational efficiency and profitability »

Managing Assets

Basic Financial Calculator

Can handle a range of time-value-of-money calculations »

Flexible Spending Account (FSA) Calculator

Impact of FSA on taxes and take home pay »

Home Budget Analysis

Analyze a personal budget »

Health Savings Account (HSA) Savings Calculator

How much a HSA will be worth over time »

Mortgage Loan Calculator

Determine monthly payment and amortization schedule »

Mortgage Loan Calculator (PITI)

Determine principal, interest, taxes and insurance payment (PITI) and amortization schedule »

Net Worth

Determine net worth and estimate how it will grow/shrink over the next ten years »

Savings Plan

See how much postponing a savings plan can really cost »

Asset Allocation Calculator

Calculate a desirable mix of stocks, bonds and cash »

401(k) Savings with Profit Sharing

How a 401(k) plan can help save for retirement »

Home Equity Loan vs. Auto Loan

Which makes sense for next car purchase »

Lease vs. Buy

Compare leasing versus purchasing a car »