Tools & Calculators |
Retirement Planning
Retirement Income Calculator
Estimate how much monthly income your retirement savings may provide you in your retirement.
Retirement Shortfall Calculator
Estimate your projected shortfall or surplus of money at retirement.
Net Worth Calculator
Estimate your net worth and see how your net worth could grow (or shrink!) over the next ten years.
Life Expectancy Calculator
Estimate your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
401(k) Spend It or Save It Calculator
Estimate the impact to your retirement savings of using 401(k) dollars for current expenses.
Roth IRA Calculator
Compare the future value of a Roth IRA to that of a taxable account.
Savings Goals
Enter in your savings plan and view graphically your financial results.
Savings, Taxes and Inflation
Estimate how much your savings might be worth, factoring projected inflation and taxes.
SSA Social Security Benefits Calculator
Estimate your potential benefits using different retirement dates and levels of future earnings.
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Protection Planning
Human Life Value
Designed to help you understand today's value of your future earning, to help determine the economic impact your loss would represent to your loved ones.
Life Expectancy Calculator
Estimate your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Disability Insurance Estimator
Estimate how much coverage you need to replace your income.
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Education Planning
College Savings
Estimate a monthly savings amount to help meet your education funding goals.
Student Budget Calculator
Analyze a budget for a full-time student.
Lunch Savings Calculator
Find out how much you could save by bringing a bagged lunch to work.
529 plans: prepaid tuition plans
Compare state-sponsored college savings plan against college-sponsored plans.
Advantages and disadvantages of Coverdell Education Savings Accounts
This table shows the advantages and disadvantages of a Coverdell Education Savings Account.
College savings vehicles compared
A table showing the features and limitations of different college savings vehicles.
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Business Planning
Business Succession Planning Alternatives
This table compare the features and limitations of different succession planning strategies.
Planning for Succession of a Business Interest
Use this decsion-tree to help evaluate business succession alternatives.
Breakeven Analysis
Designed to estimate how many units of a product must be sold to make a profit.
Business Valuation
Illustrates how cash flow, growth rates, capital assumptions and other factors impact valuation levels.
Cash Flow Calculator
Helps you estimate the cash flow generated by your business.
Equipment Buy vs. Lease
Estimate monthly payments and your total net cost to help you decide which is the better value for you.
Financial Ratios
Designed to estimate ten different financial ratios, including solvency, liquidity, operational efficiency and profitability.
Inventory Analysis
Estimate how much inventory to hold and when to place inventory orders to help maintain inventory efficiency
Profit Margin Calculator
Helps you choose a selling price for your products to achieve a desired profit margin.
Working Capital Needs
Estimate your businesses working capital needs for the year.
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Investing
Market Overview / Stock Quotes
Get key information on stock prices, including company profiles, historical charting, news stories, comparisons to indices and other stocks, and more.
Market News
Top news stories on activity in the day's markets.
Watchlist (Requires Login)
Registered clients can maintain a list of stocks to track prices through the day.
Model Portfoio
Registered clients can create a model portfolio of stocks to track over time. Add and remove stocks as if you had actually bought or sold them to see the long term impact on the gains and losses of a "practice portfolio."
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