College Planning

• Saving for College Calculator

Insurance Planning

• Disability Income Needs Calculator
• How an Irrevocable Life Insurance Trust (ILIT) Works
• Immediate Annuity Calculator
• Life Insurance Needs Calculator
• Long-Term Care Needs Calculator

Investments

• Investor Profile and Asset Allocation Calculator
• Saving or Investing Calculator
• The Impact of Inflation on Investment Returns Calculator
• Time Value of Money: Future Value of a Single Sum Calculator
• Time Value of Money: Future Value of an Annuity Calculator
• Time Value of Money: Present Value of a Single Sum Calculator
• Time Value of Money: Present Value of an Annuity Calculator

Loans

• Auto Loan Payment Calculator
• Buying a Home (Mortgage Payment) Calculator
• Debt Consolidation Calculator
• Loan Amortization Calculator
• Loan/Mortgage Payment Adjustment Calculator

Financial Planning

• Net Worth Calculator
• Personal Cash Flow Worksheet

Retirement Planning

• Portfolio Withdrawal Calculator
• Reaching Your Investment Goal Calculator
• Reaching Your Investment Goal: Contributions Needed Calculator
• Retirement Income Calculator
• Retirement Sustainable Withdrawal Rate Accumulation Projection
• RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
• Roth IRA Conversion Calculator
• Roth IRA Future Value Calculator
• Saving for Retirement Calculator
• Saving for Retirement Multi-Scenario Calculator
• Saving for Retirement Calculator
• Saving for Retirement Multi-Scenario Calculator
• Traditional vs. Roth IRA Calculator

Tax Planning

• Federal Income Tax Estimator
• Out-of-Pocket Cost of Pre-Tax Contributions Calculator