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NEW! – Needs Analysis Modules
Comprehensive financial needs analysis modules give a more detailed approach to financial planning.
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Advisor Calculators - English

  
   
Our Advisor Calculator series of online analytical calculators is composed of over 40 one-page reports designed to quickly answer financial questions posed by clients and prospects.

Feel free to sample the English version of our Advisor Calculators below.

Cash Flow Calculators
College Calculators
How long will my money last? How much should I be saving for college?
Value of reducing or foregoing expenses. What is the value of a college education?
 
Credit Calculators
Home & Mortgage Calculators
How long will it take to pay off my credit card(s)? Should I refinance my home mortgage (breakeven)?
Should I pay off debts or invest the money? Comprehensive mortgage calculator
What would my loan payments be?
 
Taxation Calculators
Insurance Calculators
Compare taxable, tax-deferred, and tax-free growth? How much life insurance do I need?
How much of my social security benefit may be taxable? How much disability income insurance do I need?
What are my long-term care insurance needs?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
 
Paycheck & Benefits Calculators
Qualified Plans Calculators
How will payroll adjustments affect my take-home pay? Evaluate my company pension payout options
How much retirement income can my IRA provide?
Should I convert to a Roth IRA?
What is my projected required minimum distributions?
What are my lump sum distribution options?
I'm self-employed, how much can I contribute to a retirement plan?
What are my Stretch IRA distributions?
 
Retirement Calculators
Saving Calculators
How much will I need to save for retirement? Becoming a millionaire
Are my current retirement savings sufficient? How long will it take to double my money?
Social security retirement income estimator Save now vs. save later
I'm retired, how long will my savings last? How much should I save to reach my goal?
What may my 401(k) be worth? What will my current savings grow to?
Compare a Roth 401(k) to a Traditional 401(K) Calculate rate of return
How do taxes and inflation impact my return?
 
Investment Calculators
What is the value of compound interest?
What is my risk tolerance?
What is the long-term impact of increased return?
 
 
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