Calculators
We know that feeling confident about your ability to retire well has a lot to do with understanding the information you need to plan, save, and invest in your retirement plan. Use the calculators below to see where you stand with your goals, and if you have questions please feel free to make an appointment with or call our Advice Desk.
These calculators do not account for any tax calculations in the estimates.
Savings Plan Calculator
Planning a sabbatical? Saving for a down payment on a house? What will it take to reach your financial goal? This calculator helps you find out.
Social Security Calculator
Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits.
Total Retirement Planner
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.
College Savings Calculator
This calculator projects the future cost of college and illustrates how your savings, if any, match up for each year of college.
Lump Sum vs. Rollover Analyzer Tool
Use this tool to compare the benefits of taking a lump sum payout versus completing a rollover based on a calculation completed according to your specific financial situation.
Disability Insurance Calculator
Whether you already have disability insurance or not, use this calculator to determine how much insurance you actually need.
Life Insurance Calculator
Whether you already have life insurance or not, use this calculator to determine how much life insurance you actually need.
Roth vs. Traditional Calculator
This calculator will show Roth contributions based on keeping your paycheck deductions and take-home pay the same as if contributing to a Traditional.
Retirement Paycheck Tax Savings Calculator
By entering a few data points, such as filing status, income, deductions, and credits, and this tool will estimate your total taxes
