Calculators and Tools

The calculators and tools below will help you plan for your future financial security.

Auto/Home

What vehicle can I afford? Calculate the how much you can spend on a vehicle based on your down payment, desired monthly payment, annual interest rate, and loan terms.
What home can I afford? Calculate the home loan you can afford based on your income, expenses, down payment, interest rate, and loan terms.
Household Inventory Checklist: (Excel, PDF or Doc) Start and maintain a detailed listing of your home inventory and possessions.

Age Predictor: Find out how long you could live and learn more about living longer.
How much life insurance do I need? Calculate how much life insurance coverage your family may need to cover future expenses in the event of your death.
How much disability income do I need? Calculate your disability income needs based on your income and expenses.
What are my long-term care needs? Determine how much long-term care you may need based on your age and inflation.

Destination Retirement: Find out if you are on track to meet your retirement goals.
Am I saving enough for retirement? Answer questions related to your retirement goals based on age, expected length of retirement, estimated living expenses, and more.
Roth 401(k) Analysis Tool: Generate a detailed analysis of contributing to a Roth 401(k) on your take-home pay, contribution percentages, and multiple tax situations.
Solo 401(k) Contribution Calculator: Calculate the maximum amount you can contribute to a Solo 401(k).

Weather the Storm: Discover your financial forecast and start planning for financial security.
Personal & Family Record: Organize a detailed listing of important personal information in one place.
Risk Tolerance Quiz: Allocate your investment dollars based on your tolerance for investment risk.
How long until my savings reach my goal? Calculate how long it will take to reach your goal based based on your current savings balance.
Should I pay off debt or invest? Determine whether you should pay off debt or invest based on rates for each.
What are the tax advantages of an annuity? Determine potential tax advantages based on savings and assumptions.
Your Financial Security Index Quiz: Rate your overall level of financial security and compare yourself to the national COUNTRY Financial Security Index.
Budget Worksheet: (Excel or PDF) Set up a personal budget on a printable worksheet.
Debt Payoff Worksheet: (Excel or PDF) Set up a printable budget for debt obligations and start eliminating burdensome debt.
Spending Worksheet: (Excel or PDF) Track on a printable worksheet how much money you spend each month.
Holiday Budget Worksheet: (Excel or PDF) Set up a printable budget to track gift giving for any holiday.

How much should I be saving for college? Calculate how much you should be saving based on current savings and inflation.

Just for Kids: Experience games, quizzes, and lots of fun stuff to help your kids keep safe, both at and away from home.

Claims Checklist: Collect details for auto, property, and workers compensation claims on a printable sheet.

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