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Calculators

Use our calculators to help you develop savings and retirement goals.

Plan for the Future

How much income will you need in retirement? How much should you contribute to your company's retirement plan? Do you know how much life insurance you need?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

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Financial Wellness Blog

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Seize the Day
Financial Wellness10/22/2025

When people are asked to predict what their lives will be like in the future, their imagined outcomes are usually colored by psychological biases. One of them is the belief that they will be a...

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How to Harness Anticipated Regret
Financial Wellness10/08/2025

Financial regret is common. In one nationally representative study in which people were asked to name a significant life regret, finances made the top five most mentioned. Ranking ahead of...

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Three Big Things People Struggle with in Retirement
Financial Wellness09/03/2025

Saving for retirement is a big challenge. In order to be able to live without a job, a person needs to accumulate a significant nest egg of assets that can be turned into cash flow. To do this...

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