CALCULATORS

Crunch the Numbers

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. You’ll find a selection of easy-to-use calculators about related financial topics below.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.


Do You Have Enough Gas for the Trip: Retirement Shortfall Calculator

Investment Goals Calculator

Lumpsum or Periodic Payments

Taxable vs Tax Deferred

Bienestar Insights

Have a Plan in Place to Protect Your Wealth in a Down Market

Markets are volatile. Preparing for an uncertain stock market should be part of your long-term retirement plan.

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Annual Credit Check-Up

Be proactive with an annual credit check-up. Investors can be targets for scammers, fraudsters, and identity thieves. Protect yourself by reviewing your credit reports at least once a year and immediately reporting any suspicious activity or unfamiliar accounts.

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Painless Ways to Add to Your Rainy Day Fund

Every family should have a rainy day fund to protect itself against unpleasant surprises. It’s important to know how much to put away and how to painlessly add to your fund.

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