Calculators
Only 44 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.1
1 Employee Benefit Research Institute, 2009
How much retirement income will you need? Should you refinance your mortgage? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
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Retirement & Inflation
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan
Taxes & IRAs
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Saving & Investing
Risk Tolerance
College Funding
Savings Goals
Savings Accumulation
Cash Management
Cash Flow Analysis
Net Worth
Lifetime Earnings
Financial IQ Test
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Risk Management
Contact Info
Raleigh Office
8510 Colonnade Center Drive
Suite 101
Raleigh, NC 27615
Phone 919.546.0400
Fax 919.546.0888
Richmond Office
3951 Westerre Parkway
Suite 400
Richmond, VA 23233
Phone 804.288.8800
Fax 804.285.5800