Budget Worksheet
Use this worksheet from Kiplinger.com to get a handle on your budget, the first and often most painful step in achieving financial security. Learn more...
Retirement Calculator
Most of us don’t know how much money we’ll really need for a comfortable retirement. Use this planning tool from the AARP to discover your options and determine how you can retire when — and how — you want. Learn more...
Retirement Shortfall
This planning tool from 360 Degrees of Financial Literacy, a project of the American Institute of Public Accountants, can help you identify if you risk running out of money in retirement based on your current savings rate. Learn more...
The Ballpark E$timate
The Employee Benefit Research Institute’s Choose to Save program provides a great tool that helps you get a realistic and easy-to-understand picture of your retirement needs and projected income. Learn more...
Ballpark E$timate for Federal Employees
The Employee Benefit Research Institute’s Choose to Save program also provides a Ballpark E$timate to help federal government employees understand their projected income from federal annuity and Thrift Savings Plan benefits. Learn more...
Payroll deduction calculator
What will be the impact on my take home pay if I increase my contribution to my 401(k) plan? Find out with this calculator from 360 Degrees of Financial Literacy (requires Java). Learn more...
The Cost of Taking Cash from Your 401(k)
Wells Fargo offers this calculator to help you understand the impact of taking money out of your 401(k). Learn more...
Which IRA is right for me?
This tool from Wells Fargo can help simplify the IRA selection process. Learn more...
Reverse Mortgage Calculator
The AARP has a calculator that helps you estimate what a reverse mortgage would do for you and how it would impact your financial future. Learn more...
Mortgage Payoff Calculator
How much interest can you save by increasing your mortgage payment? This calculator from AARP helps you find out. Learn more...
Estimate Your Social Security Retirement Benefits
The Social Security Administration has an easy-to-use calculator to help you determine your retirement benefits.
Learn more...
Small Steps to Retirement Savings
Small spending changes can add up to big retirement savings. Use this tool from Wells Fargo to estimate how much you can save by reducing spending for a range of categories, and what that savings could look like at retirement (tax-deferred). Learn more...
Inflation Calculator
Remember how much things used to cost when we were younger? This tool from the Bureau of Labor Statistics allows you to enter how much something cost when you were younger and calculate the inflation adjusted amount today. You can also enter amounts in today’s dollars to see the equivalent value from years past. Learn more... |
