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.
Income Protection Quiz
Test your knowledge of a disability’s effect on finances.
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.
Required Minimum Distribution Calculator
Use the minimum distribution calculator to determine how much you must withdraw from your retirement account each year.
Roth vs. Traditional Calculator
The Roth vs. traditional calculator can help you decide which account type may better prepare you for retirement.
Social Security Quiz
Test your knowledge of Social Security retirement benefits.
Use our expense calculator to see where your money is going. Easy-to-read graphs provide a snapshot of your spending to help you make the most with your money.
Financial Goals Calculator
Our 5-10-10-20 calculator can help address your financial goals and concerns: income, savings, retirement and debt.
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.
Business Expenses Calculator
Use our calculator to figure out your business overhead expenses. Then, we’ll show you how you can protect your business if you become disabled.
Key Employee Value Calculator
Find out the financial value of your key employees and how you can protect your bottom line.
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.