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Calculators

What’s your Risk Number?

Find out how much risk in your portfolio.

Saving for Retirement Calculator

Retirement may start a new phase of your life. This pre-retirement calculator is designed help you assess how well you have prepared and what you can do to potentially improve your retirement outlook. You also should consider re-evaluating your preparedness on an ongoing basis. Changes in economic climate, financial markets, and your personal situation may impact your strategy.

Long-term Care Needs Calculator

There are basically two approaches when considering your long-term care needs: self-insure or purchase long-term care insurance. Use this calculator to determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess your family’s needs in the event of your untimely death.

Should I Buy or Lease An Auto?

Leasing is one method of acquiring a new auto. Although lease payments may seem attractive at times, it may not always be the best financial decision when compared with purchasing the vehicle. Use the following calculator to help analyze the decision of whether to buy or lease.

Social Security Tax

Here’s the bad news: The government may tax up to 85% of your Social Security benefit. The good news: It’s possible to manage how much of your Social Security is taxed.

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