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Calculating Time Value of Money Requires...

Discipline + Time & Value Investing =  Financial Success! 

How much retirement income will you need?

How much life insurance is enough?

What type of IRA is right for you?


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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Use this calculator to estimate how much income and savings you may need in retirement.

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Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Management

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How much life insurance would you need to produce a sufficient income stream for your family?

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Financial Planning & Cash Management

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxes & IRA's

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Compare the potential future value of tax-deferred investments to that of taxable investments.

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Use this calculator to determine whether you qualify for the different types of IRAs.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Loans & Credit Cards

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This calculator can help you determine how soon you can pay off your mortgage.

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How Long Will It Take to Pay my Balance?


How much would your monthly lease payment be?

Saving & Investing

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.





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