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Financial Calculators

Our resources section includes financial calculators to help guide you with your financial planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

Retirement Calculators

Tools to help you plan and allocate your assets for retirement.

Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

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Roth vs. Traditional

An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Please note, that this calculator should not be used for Roth 401(k) comparisons.

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Traditional IRA Savings Growth

Contributing to a traditional IRA can create a current tax deduction, plus it provides for tax-deferred growth.

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Roth IRA

Contributing to a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes, under current tax laws provided certain conditions are met.

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Savings Calculators

Tools to help you plan your savings goals over time.

Contribution Planner

Determine if your contributions are on track.

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College Savings Planner

Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan.

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Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

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Savings Goal

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

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Insurance Calculators

Tools to help you assess insurance, annuity and long-term care needs.

Life Insurance Calculator

How much life insurance do you need? Enter your current assets, expense and income. You can also adjust the inflation rate and your expected rate of return to see how these variables can impact your insurance needs. Press the "View Report" button to see a year by year breakdown of your family's future income and expenses.

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Investment Calculators

Tools to help you determine present/future value, accumulation and asset allocation.

Required Minimum Distribution Calculator

Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½. In general, your age and account value determine the amount you must withdraw. Note that taxes may be due on distributions from a traditional IRA or 401(k). Do not include balances from a Roth IRA or 401(k).

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Schedule a consultation or review with a member of our team.