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Financial Calculators

For a quick and easy estimation of how you are doing toward the direction of your financial goals click either of the calculators below. Obviously these calculators are for hypothetical estimations and are not guaranteed.

How much do you need to be saving today for your short or medium term financial goal? Click Savings Calculator to use a calculator that can show you how much you may need to be saving based on a series of hypothetical variables that you choose.

Today, a healthy couple both age 65, have a 50% chance of at least one spouse living beyond age 92 and a 25% chance one will live beyond age 97 (Wharton Financial Institutions Center). If you are lucky (?) enough to fit this statistic will you have enough income to last through retirement? In 2011 the EBRI said the average American retiree has saved in the neighborhood of only $20,000-50,000, and only 17% reported a savings of more than $250,000. Click Retirement Calculator above to see how you are doing.

College Savings Calculators

Current College Costs
For an idea as to how much colleges across the country currently cost just click Current College Costs, type in the college you would like to see and it should show some quick facts including the approximate in and out of state tuition costs.

How much should I be saving?
Now that you have an understanding (from the site above) as to how much colleges cost it’s time to get an estimation of how much you should be saving based on hypothetical variables that you choose. To do this click College Savings Estimator and enter your information to see how you are doing.

This information provided here is to assist you in planning. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, financial or investment advice. Although the information has been gathered from sources believed be reliable, we do not warrant the accuracy of these calculators. Accordingly, decisions regarding your tax, legal, financial or investment affairs should not be based in any way on results or analysis provided by these calculators but rather after consultation with a financial and/or legal professional.