Calculators

Practical tools to support better planning decisions. These are simplified models and for educational purposes only.

Retirement Readiness
Estimate whether your current savings and spending plan are on track for retirement.
Retirement Readiness Scorecard
One-screen summary of savings, income, tax, and legacy—with action steps.
Compound Growth
Project future portfolio value based on contributions, time horizon, and expected returns.
Coming soon.
Roth Conversion Helper
Understand potential tax impact and long-term benefits of partial Roth conversions.