Financial Calculators

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what you need to achieve a secure retirement? You can use our retirement calculators to better understand a variety of important financial topics.

These include:

● Cost of Waiting: Determine the cost of waiting by delaying your savings plan.
● Credit Card Payoff: Understand when you can pay off your credit card.
● Home Affordability: Understand how much home loan you can aﬀord.
● Home Refinance: Analyze if refinancing your mortgage is advantageous.
● Impact of Inflation: Learn how inflation affects the value of your current funds.
● IRA Eligibility: Find out how much you can contribute to an IRA.
● Life Insurance Need: Estimate the amount of life insurance coverage you need.
● Loan Acceleration: See how paying down a loan sooner can save you money
● Roth IRA Conversion: See if converting to a Roth IRA makes sense for you.

IRA Eligibility

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing...

Roth IRA Conversion

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind...

Impact of Inflation

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income...

Cost of Waiting

A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this...

Life Insurance Need

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating...

Loan Acceleration

Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest....