​FINANCIAL CALCULATORS

The answer depends on several factors including how much money you have saved, your investment portfolio allocation, social security payments, other sources of income, and more.

One of the most common investment vehicles, a 401k is a tax-advantaged, employer-sponsored retirement plan. Some employers will even match a portion of your contributions. For these reasons, a 401k can be extremely valuable in meeting your long-term retirement goals.

Today, investors are faced with multiple ways to save to their 401(k). The two most commonly available and understood ways to save to your employer’s plan are through a Roth or a Traditional 401(k). Both account types are great ways to drive tax-advantaged growth in your retirement plan, but there are some key differences to be aware of when deciding which option is right for you.

Your retirement is on the horizon, but how far away? You can use this calculator to help you see where you stand in relation to your retirement goal and map out different paths to reach your target.

It's important to think about the future when considering whether or not you should spend your money. Saving establishes a foundation for the kind of financial security you desire. The calculator below helps to visualize the benefits of saving for the future versus spending today.

Social security is a major source of income for many retirees. Understanding your benefits is critical to your long-term success. Social Security benefits are based on earnings history, age, and other factors. There are some exceptions for spouses who don't work or have low earnings history.

Saving for retirement is the single most important thing you can do to lay a foundation for future success. There are many factors that come into play when deciding how much you should save for retirement, such as age, savings rate, rate of return, and you retirement age. Our retirement calculator will help you estimate how much money you need to set aside each month in order to meet your financial goals and retire comfortably.

Medicare Part A primarily covers inpatient hospital care. This type of care typically involves the patient being admitted to a hospital for treatment and provided with lodging and food for the duration of their stay. In contrast, outpatient hospital care refers to situations where the patient receives medical services at a hospital but returns home instead of requiring lodging.

Medicare Part B covers physicians’ services, outpatient hospital services, certain home health services, durable medical equipment, and certain other medical and health services not covered by Medicare Part A.

An emergency fund is a financial safety net designed to cover unexpected expenses or financial emergencies, such as medical bills, car repairs, or job loss, without the need to incur debt.

A Pledge Asset Line, or Security Backed Line of Credit, is a type of loan that allows borrowers to use their investment portfolio as collateral to obtain credit.

Social Security benefits are designed to provide retirement income, disability income, and survivor benefits to eligible individuals and their families. These benefits are funded through payroll taxes collected under the Federal Insurance Contributions Act (FICA) during an individuals working years and are intended to provide support for people that are retired, disabled, or families of deceased workers.

Asset allocation is the process of distributing investments among various asset classes, such as stocks, bonds, and cash, to balance risk and reward based on an individual's retirement timeline, risk tolerance, and financial goals.