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

A Tax Refund Should You Save or Invest the Money

Few things bring a faster smile than a tax refund. The question is what to do with it. Perhaps you should set it aside for a rainy day or invest it for a future life event. Maybe you should consider both.

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Small Steps You Can Take to Save for Retirement

Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong with starting small, because the power of compounding interest can go to work for you.

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Organize Your Financial Life

It can be all too easy to assume a hands-off role in your financial life, but that may invite mistakes along the way.

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