Tools
Our tools, powered by Colorado Financial Partners LLC, allow you to perform interactive calculations, create dynamic graphs, and develop fully customizable reports.
Retirement
How will retirement impact my living expenses?
How much will I need to save for retirement?
Are my current retirement savings sufficient?
Social security retirement income estimator
How does inflation impact my retirement income needs?
I’m retired, how long will my savings last?
When should I begin saving for retirement?
Should I convert discretionary expenses to savings?
How much retirement income may my 401(k) provide?
Investing
How should I allocate my assets?
Compare taxable vs. tax-free investment return
What is the value of a bond?
What is the return on my real estate investment?
What is the value of compound interest?
Taxable vs. tax-advantaged savings?
What is my risk tolerance?
What is the long-term impact of increased investment return?
Certificate of deposit (CD) analyzer
What is the dividend yield on a stock?
How do expenses impact mutual fund returns?
Certificate of deposit (CD) laddering strategy
Share Certificate analyzer
Insurance
How much life insurance do I need?
What is my life expectancy?
What are my needs for burial and final expenses?
What are my long-term care insurance needs?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
What is the future value of an annuity?
Qualified Plans
Evaluate my company pension payout options
How much can I contribute to an IRA?
How much retirement income may an IRA provide?
Should I convert to a Roth IRA?
What will my qualified plan(s) be worth at retirement?
What is my current year required minimum distribution?
What is my projected required minimum distributions?
What are my lump sum distribution options?
How do I maximize my employer 401(k) match?
What is the impact of borrowing from my retirement plan?
What is the impact of early withdrawal from my 401(k)?
I’m self-employed, how much can I contribute to a retirement plan?
What are my Stretch IRA distributions?
Saving
Becoming a millionaire
Income generated by a savings plan
How long will it take to double my savings?
How long until my savings reach my goal?
Save now vs. save later
How much should I save to reach my goal?
What could my current savings grow to?
Calculate rate of return
How do taxes and inflation impact my investment return?
What is the effective annual yield on my investment?
Cash Flow
How does inflation impact my standard of living?
How much am I spending?
How much do I need for emergencies?
Should I pay down debt or invest my monthly surplus?
How long will my money last with systematic withdrawals?
What is my current net worth?
What is my projected net worth?
What is my current cash flow?
What is my projected cash flow?
What is the value of reducing, postponing or foregoing expenses?
Historical inflation – Compare purchasing power
Taxation
What is my potential estate tax liability?
Federal income tax calculator
Will my investment interest be deductible?
Capital gains (losses) tax estimator
Compare taxable, tax-deferred and tax-free investment growth
How much of my social security benefit may be taxed?
What are the tax implications of paying interest?
What is my tax-equivalent yield?
Paycheck & Benefits
What may my 401(k) be worth?
What is the impact of increasing my 401(k) contribution?
What may my 457 Plan be worth?
What is the impact of increasing my 457 Plan contribution?
What may my 403(b) Plan be worth?
What is the impact of increasing my 403(b) contribution?
College
How much should I be saving for college?
Will I be able to pay back my student loans?
What are the advantages of a Coverdell ESA?
What are the advantages of a 529 college savings plan?
What is the value of a college education?
When should I begin saving for my child’s college?
Credit
How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
Restructuring debts for accelerated payoff
What is the impact of making extra payments on my debt?
Should I pay off debt or invest?
Contact us with questions about these calculators.