Financial Calculators

The Perfect Starting Point

The tools below can help you determine just how to allocate your client's money in order to help them achieve all of their goals.

• Taxable vs. Tax Deferred Growth

Using a tax deferred savings vehicle can dramatically increase your client's earning potential. See a side by side comparison with this calculator.



• College Funding Calculator

Does your client foresee a college tuition in their future? Help them start saving today.



• Lump Sum Savings Calculator

Determine how much to invest now so your client can reach a specific investment goal within a specified number of years.



• Monthly Deposit Savings Compounding Calculator

Estimate the future value of a monthly investment at various compounding intervals over a set period of time.



• Monthly Deposit Time Calculator

Determine how long it may take your client to reach their desired savings goal based on three factors:

• the amount they currently have set aside
• the amount they can add to their savings each month
• the expected annual interest rate




• Periodic Deposit Savings Calculator

Determine the after-tax future value of a periodic investment in today's dollars.



• Retirement Savings Calculator

Determine the amount you would need to invest over time in order to withdraw a specific monthly amount throughout your expected 20-year retirement.



• Savings Goal Calculator

Determine the amount you would need to invest over time in order to withdraw a specific monthly amount throughout your expected 20-year retirement.



• Spending Cost Calculator

Estimate the amount you spend on non-essential, non-investment-related products or services. Sales tax, maintenance, repair or service charges, and operating costs all represent items and activities for which you forego interest earnings and should be considered in determining actual spending costs.