Calculators
Only 46% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.1
Source 1) Employee Benefit Research Institute, 2010
How much retirement income will you need? Should you refinance your mortgage? 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.
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Loans & Credit Cards
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Car Affordability
Retirement & Inflation
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Taxes & IRAs
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Roth IRA Conversion
Saving & Investing
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Cash Management
Risk Management
Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Contact Info
100 N.Cherry Street, Suite 350
Winston Salem, NC 27101
Phone: 336-714-7400
Charlotte Office: 1370 Briar Creek Road FAX: 704-536-3425
Fax: 336-714-7401
Map and Directions
Charlotte NC 28205
Phone: 980-226-5584
Map and Directions