Investment Calculators

Assists your financial research

Helps you clarify your strategies

Run the numbers, create a plan

Women using investment calculators

Run the numbers, create a plan

What will it take to reach your future financial goals? Our calculators provide guidance, allowing you to change variables in your savings plan to give you an idea of what strategy to use. Dig into the details of different investment topics to create a blueprint that works for you. Keep in mind, these numbers are just estimates, but they can provide a road map for which financial path to take. 
  • College PlanningSet up a savings plan for college to ensure your finances are on track
  • Life Insurance CalculatorWhen trying to find out how much life insurance you need, this calculator can provide guidance
  • Retirement PlanningPlug in your 401(k), as well as the percentage your employer matches to see what will be your predicted balance when you retire