Financial Calculators

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.
● What is my current year required minimum distribution?

Cost of Waiting

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

Credit Card Payoff

Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen...

Home Affordability

When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look...

Home Refinance

Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Depending on how many...

Impact of Inflation

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

IRA Eligibility

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

Life Insurance Need

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

Loan Acceleration

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

Roth IRA Conversion

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

What is my current year required minimum distribution?

Current tax law specifies that once you reach age 73, you must begin taking RMDs annually from your IRAs and other retirement...

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