Advisor Calculators

Our Advisor Calculator series of online analytical calculators is composed of over 30 one-page reports designed to quickly answer financial questions posed by clients and prospects.

These one-page PDF reports offer professional, presentation quality output which can be given to clients as part of the planning process. The reports, which can also be emailed, can help motivate a client/prospect to take action, answer pointed financial questions or educate on a specific financial topic. Incorporating the prospect/client and advisor name with appropriate company disclosures, they are a great supplement to your comprehensive planning system and can easily be implemented on a company extranet site or agent login area.

Advisor Calculator Listing

Cash Flow CalculatorsCollege Calculators
How long will my money last? How much should I be saving for college?
Value of reducing or foregoing expenses. What is the value of a college education?
Credit CalculatorsHome & Mortgage Calculators
How long will it take to pay off my credit card(s)? Should I refinance my home mortgage (breakeven)?
Should I pay off debts or invest the money? Comprehensive mortgage calculator
What would my loan payments be?
Taxation CalculatorsInsurance Calculators
Compare taxable, tax-deferred, and tax-free growth? How much life insurance do I need?
How much of my social security benefit may be taxable? How much disability income insurance do I need?
What are my long-term care insurance needs?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
Paycheck & Benefits CalculatorsQualified Plans Calculators
How will payroll adjustments affect my take-home pay? Evaluate my company pension payout options
Should I convert to a Roth IRA?
I'm self-employed, how much can I contribute to a retirement plan?
Retirement CalculatorsSaving Calculators
How much will I need to save for retirement? Becoming a millionaire
I'm retired, how long will my savings last? How long will it take to double my money?
What may my 401(k) be worth? Save now vs. save later
Compare a Roth 401(k) to a Traditional 401(K) How much should I save to reach my goal?
What will my current savings grow to?
Calculate rate of return
How do taxes and inflation impact my return?
Investment Calculators
What is the value of compound interest?
What is the long-term impact of increased return?