Financial Calculators

We have compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by our qualified professionals, these calculators offer a good starting point to a secure future.

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Retirement Calculators

Are my current retirement savings sufficient?

How much will I need to save for retirement?

How will retirement impact my living expenses?

I'm retired, how long will my savings last?

Social security retirement income estimator?

Insurance Calculators

How much life insurance do I need?

What are my needs for burial and final expenses?

How long will my current life insurance proceeds last?

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Investment Calculators

How should I allocate my assets?

What is my risk tolerance?

Calculate the rate of return

How much should I save to reach my goal?

What are the advantages of a 529 college savings plan?

Tax Calculators

2020 tax refund estimator

2020 federal income tax calculator

How much of my social security benefit may be taxed?

Should I adjust my payroll withholdings?

What is my potential estate tax liability?

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