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. 

Asset Allocator

Find out what your risk tolerance is and find a corresponding asset allocation strategy for your portfolio.

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.

Protection Planning

How much life insurance do you need?

Estimate how much coverage you may need to protect your family if you are not around.

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.

Disability Insurance Estimator

Estimate how much coverage you need to replace your income.

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.

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.

Investing

Stock Quotes

Get key information on stock prices, including company profiles, historical charting, news stories, comparisons to indices and other stocks, and more.

Map of the Market

See a graphical representation of what is happening in the market today. See at a glance what sectors are up, which are down, and click through to quotes on individual stocks.

My Model Portfolios

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."

Watchlist Pro

Maintain a list of stocks to track prices through the day.

Sector Tracker

Track 120 industry groups in 10 broad market sectors using Dow Jones indices to see which sectors are leading or lagging the broader market.

Mortgage Calculator

Designed to help you calculate a simple monthly payment; estimate the effects of prepaying your mortgage; and analyze the composition of your monthly payments in the future.

How Much House Can You Afford?

How much you can afford is a function of two things: how much you can borrow and how much down payment can you make.  This worksheet helps you see how each factor affects the mortgage equation.