Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
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.
Risk Management
LTCI Cost of Waiting
Disability Income Insurance
Long-Term Care Self Insurance
Life Insurance
Life Expectancy
Retirement & Inflation
Required Minimum Distributions
Retirement Portfolio Lifespan
Retirement Plan Early Distribution
Impact of Inflation
Cost of Retirement
Working While Collecting Social Security Benefits
Loans & Credit Cards
Mortgage Acceleration
Mortgage Refinancing
Loan Payoff
Home Affordability
Credit Card Debt
Car Affordability
Lease Payment
Estate Planning
Estate Taxes
Rochester Wealth Strategies
Have questions about using the above calculators? We're here to help you work through the numbers.