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.
Financial Wellness Blog
A recent survey by Charles Schwab, which studied current attitudes toward wealth, found that the amount of money someone has ranks way down the list of attributes that make people feel wealthy.1 ...
When it comes to building wealth, few concepts are as powerful—and misunderstood—as compound interest. Often called the “eighth wonder of the world,” compound interest is the process of earning...
As the year draws to a close, many individuals and organizations turn their attention to charitable giving. Whether driven by gratitude, tax planning, or a desire to make a difference, giving back is...