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Calculators

Use our calculators to help you develop savings and retirement goals.

Plan for the Future

How much income will you need in retirement? How much should you contribute to your company's retirement plan? Do you know how much life insurance you need?

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.

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.

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Financial Wellness Blog

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Tackle What You Fear
Financial Wellness02/19/2025

We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than...

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The Exercise of Gratitude
Financial Wellness12/25/2024

The holidays can be a difficult time for many people. It’s also a time of thanks and gatherings with family and friends. Harvard Medical School’s research states, "Each holiday season comes with...

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Four Big Truths that Can Bring Clarity to Your Investing
Financial Wellness12/18/2024

Investing can be overwhelming, confusing, exhilarating, and daunting all at the same time. It takes effort, discipline, and even sacrifice to save a significant portion of your income for retirement....

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