These Tools and Calculators are Here to Help You Estimate Your Financial Goals

Each link will take you to a new page to help answer your questions about financial planning.

Insurance

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How much Life Insurance do I Need?
What is my Life Expectancy?
How Much will I Need for End-Of-Life Expenses?
What are my Long-Term Care Insurance Needs?

Taxation

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2014 Federal Income Tax Estimator
How much of my Social Security benefit may be taxed?
Should I adjust my payroll witholdings?
What is my potential estate tax liability?

Retirement

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Are my Current Savings Enough?
How much might I receive from Social Security?
How much income might my 401(k) provide?
What is the difference between Roth and Traditional 401(k) plans?

Finances

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What is my Current Net Worth?
What is my Projected Net Worth?
How long might it take to double my savings?
How long until my savings reach my goal?
How much should I save to reach my goal?
What could my current savings grow to?
How much should I save for my children's education?