Calculators & Rates
The following will help to calculate payments, returns and budgets.
Budgeting
College
Insurance
Disability Income Needs Calculator
Life Insurance Needs Calculator
Long-Term Care Needs Calculator
Investment
Saving or Investing Calculator
Taxable vs. Tax-Free Bonds Calculator
The Impact of Inflation on Investment Returns Calculator
Loans
Retirement
Portfolio Withdrawal Calculator
Reaching Your Investment Goal Calculator
Traditional IRA Lifetime RMD Calculator
Roth IRA Future Value Calculator
Social Security Retirement Benefit Calculator – Married Couples