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Real
Rates of Return
Use
this calculator to show how building real investment growth
requires paying attention to the effects of taxes and inflation. |
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Triangle
of Wealth
This calculator illustrates the tradeoffs between the three
components of the Triangle of Wealth - Goal, Time and Return. |
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Life
Insurance Needs
Use
this calculator to estimate someone's life insurance requirements. |
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How
Long Will the Money Last?
Use
this calculator to show how long your money will last if you
make regular, annual withdrawals indexed to inflation. |
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Triangle
of Wealth
This calculator illustrates the tradeoffs between the three
components of the Triangle of Wealth - Goal, Time and Return. |
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Present
Value
This calculator lets you do a side by side comparison of up
to three different present value scenarios. |
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Future
Value
This calculator lets you do a side by side comparison of up
to three different future value scenarios. |
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MERs
and Investment Returns
This calculator lets you compare the effect of the MER (Management
Expense Ratio) on the performance of two hypothetical mutual
funds. |
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Effect
of Inflation on Income
This calculator lets you project an income need in future dollars
or in today's dollars. It also shows the historical inflation
rate for the period you select. |
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A
Tale of Two 401Ks
A 401k is one of the most effective ways of savings for retirement.
This calculator lets you explore five fundamental investment
strategies to enhance the growth of a 401k. |
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A
Tale of Two IRAs
An IRA is one of the most effective ways of savings for retirement.
This calculator lets you explore five fundamental investment
strategies to enhance the growth of a traditional IRA. |
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Insure
Your Earning Power
This calculator will show clients and prospects how important
it is to have disability insurance protecting the most valuable
asset they have, their earning power. |
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