Calculators & Tools

Use our calculators and tools to understand your financial needs. Then, chat with one of our financial professionals to help you reach your goals.

Life Insurance Calculator

If you’re wondering, “How much life insurance do I need?” then our life insurance calculator can provide you with some quick answers. After you calculate your life insurance estimate, consider contacting a financial professional to discuss your individual situation.

Disability Insurance Calculator

If you were too sick or injured to work, do you have enough income to cover your living expenses? Use the disability insurance calculator to find out. 

Modal Charge Disclosure and APR Calculator

Use this calculator to determine the total dollar amount and the annual percentage rate (APR) for any additional charge you may incur if you pay your annual premium in installments.

Retirement Planning Calculator

Whether you’re starting a career or getting closer to your last day of work, our retirement planning calculator helps you figure out how much to save for retirement.

Retirement Contribution Calculator

Are you contributing too little - or maybe even too much - for retirement? The retirement contribution calculator can help you determine what's right for you.

Roth vs. Traditional Calculator

The Roth vs. traditional calculator can help you decide which account type may better prepare you for retirement.

College Savings Calculator

Saving for college doesn’t have to feel like homework. Use our college savings calculator to help you estimate how much to save for college tuition.

Investor Profile Quiz

Your investment strategy should reflect the kind of investor you are. This quiz is designed to suggest an investment strategy that may be right for your retirement savings based on your personal risk tolerance and financial situation.

Key Employee Value Calculator

Use the key employee calculator to help you determine how the loss of a key employee could affect your business.

Business Valuation Calculator

Get an idea of what your business is worth and what it might cost for a business partner to buy your share of the business if you become disabled.