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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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Keeping a Balanced View of Money
Financial Wellness04/10/2024

The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...

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First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

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Misconceptions of Retirement
Financial Wellness02/28/2024

Everyone’s road to retirement looks different. Life circumstances, family size, spending habits over your lifetime, can all change everyone’s end goals and retirement dates. Don't be fooled by common...

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