Calculators

  • Cash Flow

    • How does inflation impact my standard of living?
    • How long will my money last with systematic withdrawals?

    College

    • How much should I be saving for college?
    • What are the advantages of a 529 college savings plan?

    Credit

    • Do I have too much debt?
    • Should I pay off debt or invest?

    Home and Mortgage

    • Mortgage calculator
    • Should I refinance my mortgage?

    Insurance

    • How much disability income insurance do I need?
    • How much life insurance do I need?
    • What are my long-term care insurance needs?

    Investments

    • Compare taxable vs. tax-free investment return
    • How do expenses impact mutual fund returns?

    Qualified Plans

    • How do I maximize my employer 401(k) match?
    • Should I convert to a Roth IRA?

    Retirement

    • How much will I need to save for retirement?
    • Social security retirement income estimator

    Saving

    • How much should I save to reach my goal?
    • How do taxes and inflation impact my investment return?