Calculators
We invite you to try our calculators to help with your planning needs...
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.
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 - 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.
