Calculators

Financial calculators can be useful to help estimate costs associated with mortgages, taxes, retirement needs and the like. Please select one of the links to access the relevant calculator. As always, these calculators cannot be used to predict the future, nor are their calculations guaranteed in any way.

Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

Use the Retirement Income calculator to determine how much monthly income your retirement savings may provide you in your retirement.

The Investment Distributions calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use the Retirement Shortfall calculator to find a potential shortfall in your current retirement savings plan.

Waiting to begin your savings plan can have a huge impact on your results. The Don’t Delay Your Savings! calculator helps show you how much postponing your savings plan can really cost.

Use the Disability Insurnace calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.

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There is always something new to learn when it comes to finances – new offerings and laws, new concepts. With that in mind, we offer a monthly newsletter with relevant information related to the insurance and finance industries. We welcome you to sign up. For more materials, please see our Education page.

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