Financial Calculators

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.

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

401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

Retirement Shortfall
Running out of your retirement savings too soon is one of the biggest risks in retirement.

Asset Allocator
Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track and learn how to stay there.

Social Security
Use this calculator to estimate your Social Security benefits.

Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account

college savings
Use this calculator to help develop or fine tune your education savings plan.

Please note that all financial calculators require a Java enabled browser. For best results use Internet Explorer 4.0 and higher or Netscape Navigator 4.0 and higher. Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues

Need a Proposal?

Before leaping into the unknown, we recommend a thorough examination of your plan. Because we are experts in the field, we know the marketplace and know what your existing vendor is capable of offering. Through this examination, we can help you optimize the service you receive.

get xpress proposal