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Calculators & 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.

Vehicle Affordability Calculator

What home can I afford?

Calculate the home loan you can afford based on your income, expenses, down payment, interest rate, and loan terms.

Home Affordability Calculator

Household Inventory List

Start and maintain a detailed listing of your home inventory and possessions.

Household Inventory List (PDF)

Household Inventory List (Excel)

Life & Health

Life Insurance Calculator

Calculate how much life insurance coverage your family may need to cover future expenses in the event of your death.

Use the Life Insurance Calculator

Disability Income Calculator

Calculate your disability income needs based on your income and expenses.

Access the Disability Income Calculator

Long-Term Care Tool

Determine how much long-term care you may need based on your age and inflation.

Try the Long-term Care Calculator

Affordable Care Act Tool

See how the Affordable Care Act affects you and understand your options.

Explore the Affordable Care Act Website

Retirement

Destination Retirement

Find out if you are on track to meet your retirement goals.

Try Destination Retirement

Retirement Needs Calculator

Answer questions related to your retirement goals based on age, expected length of retirement, estimated living expenses, and more.

Retirement Needs Calculator

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.

Roth 401(k) Analysis Tool

Solo 401(k) Limit Calculator

Calculate the maximum amount you can contribute to a Solo 401(k).

Solo 401(k) Limit Calculator

Savings & Investing

Risk Tolerance Quiz

Allocate your investment dollars based on your tolerance for investment risk.

Take the Risk Tolerance Quiz

Savings Goal Calculator

Calculate how long it will take to reach your goal based on your current savings balance.

Open the Savings Goal Calculator

Pay off debt or invest?

Determine whether you should pay off debt or invest based on rates for each.

Use the Pay Off Debt or Invest Tool

Annuity Tax Advantage Tool

Determine potential tax advantages based on savings and assumptions.

Open the Annuity Tax Advantage Tool

Budget Worksheet

Set up a personal budget on a printable worksheet.

Complete a Budget Worksheet

Debt Payoff Worksheet

Set up a printable budget for debt obligations and start eliminating burdensome debt.

Complete a Debt Payoff Worksheet

Spending Worksheet

Track on a printable worksheet how much money you spend each month.

Open the Spending Worksheet

Holiday Budget Worksheet

Set up a printable budget to track gift giving for any holiday.

Open the Holiday Budget Worksheet

College Savings Calculator

Calculate how much you should be saving based on current savings and inflation.

Use the College Savings Calculator