Financial Calculators
Retirement Savings Calculator - Guides you through the process of estimating the additional savings you will need to meet your retirement income goals.
College Tuition Planner - Estimates future college expenses and the additional amount that would have to be added to your savings to fund those expenses.
Savings Goal Planner - Illustrates how much money you need to save to reach your savings goal in the time you set.
Life Insurance Needs - Estimates the amount of life insurance that would be needed to pay final expenses, to pay off debts, to ensure children are cared for and to set up a family emergency fund in the event of the death of a breadwinner or stay-at-home parent.
Quick Estate Tax - Helps you to anticipate your future estate tax liability assuming you have a Simple Will or a two-part (A/B) Trust.
Business Valuation Calculator - A useful approximation tool as you consider business continuation and estate liquidity issues. It should be used for estimation purposes only and not to establish a firm value for your business. For actual business planning purposes, please consult with a qualified business valuation professional.
Present Value/Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.
Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.
Future Value of Payments - Shows how much annual contributions to a savings account will be worth in the future.
Periodic Withdrawals - Illustrates how much money can be periodically taken out of an account based on the amount of money invested, the growth rate and the payment period.
Amortization - Determines the periodic payment you will have to make to repay a loan in a specified time.
This calculator is for illustrative purposes only and is not intended to provide investment advice or portray actual investment results. Your financial situation and goals may change, so you might want to revisit the calculator at least once a year. Be sure to discuss your results with your financial professional.
The calculator does not take certain factors into account, including early withdrawal penalties, required minimum distributions and holding periods. Regular investing does not ensure a profit or protect against loss. Hypothetical annual rates of return are not intended to reflect actual results; your results may vary based on market conditions. The calculator compounds earnings annually and assumes that withdrawals are made at the beginning of the year.