Want to see the return of the S&P 500 — with and without dividends, and adjusted for inflation — between any two individual days? Click on this easy calculator to compare the performance of “the market” with your own investment returns!
How much money could you get in a tax-free lump sum, or monthly payments? It depends on your age, location, value of your home, and any current mortgage balance. Use this calculator to figure it out. And learn more at ReverseMortgage.org.
How long will you live? Financial planning would be easier if you knew! This website created by the Society of Actuaries will help you figure it out and plan appropriately.
Answer six easy questions, and this calculator will tell you where you stand (and what you can do) to be ready for retirement!
Sophisticated calculators for everything from “present value” of future payments from annuities to bond yields to maturity to loan and lease calculators. Investopedia.com is the place to start if you’re looking for basic financial calculators.
Financial planning for retirement would be easy if you knew how long your retirement is likely to last! Use this quiz/calculator to get a good prediction – but be honest when it asks how much exercise you get!
Choosetosave.org is sponsored by the non-profit Employee Benefit Research Institute. Their “ballpark estimator” tool is the easiest way to see if you’re saving enough for your desired retirement.
Are you financially literate? Take the quiz — one of many great tools and calculators at Northwestern Mutual’s website.
Bankrate’s Credit Card Debt Calculator lets you enter all balances, organize repayments to pay down debt faster with less interest.
At Finaid.org you can find every calculator you need to project college costs, loan repayments, and model financial aid contributions.
At SimpleTuition.com you can search and compare student loan options, including private student loans – and learn how long it will take to repay the loan, and the overall cost including interest.
Vanguard’s Nest Egg calculator lets you change inputs to figure out how long your money will last in retirement!
Morningstar.com provides a wealth of portfolio tools, even at the free membership level. Just sign up to create your own private access, and use one of their many screening and comparison tools for individual stocks, ETFs, mutual funds, and 529 college savings accounts.
When you reach age 70-1/2 you must take minimum required withdrawals. Use this calculator at FINRA.org to get a rough idea how much you must withdraw based on year-end balances. (But talk with one of your IRA custodians to get the specific withdrawal amount, based on ALL your retirement account balances.)
Easy calculator at AccuQuote.com to see how much life insurance coverage you need, based on your income, age, dependents, and inflation.
Want to see how the monthly payment would change if you want to pay down your loan faster? Use this calculator to see when your mortgage would be paid off.
Genworth’s calculator shows you how much this type of care is likely to cost you, based on your city and state – and how much insurance you need to mitigate these costs.
The Equifax data breach is massive. Personal information on almost every adult in America is now “in play.” If you’re not planning to get a mortgage, refi, buy a car, purchase life insurance, or apply for a new job — all situations in which your credit report might be legitimately accessed — play it smart and FREEZE your credit. It will cost a small amount to freeze, and unfreeze. But it could keep someone from opening new credit in your name, using the stolen information. Contact each Credit Bureau directly.
Should I buy a taxable bond, or a tax-free bond with a slightly lower yield? It all depends on your tax bracket. Use this Morningstar calculator to get the answer.
Answer five simple questions and you’ll be guided to the optimal age to start taking Social Security benefits. Learn how much more you can get by waiting!
Are you on track to save enough for retirement? Or will your standard of living fall dramatically when you retire? This calculator created by the Employee Benefit Research Institute is easy to use, and will show you how much more you should be saving, based on your age, estimates of longevity, and risk tolerance.
Wondering when to start/how to maximize your SS benefits, and those of your spouse? This calculator from T. Rowe Price will help you make the smartest decision based on your own goals.