Investment Tools
Investment Goal Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
Investment Questionnaire The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes.
Taxable Equivalent Yield Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Retirement Savings and Planning
How long will my retirement savings last? Use this calculator to examine how long your savings will last when you factor taxes into your distribution. Enter a net amount needed (after taxes) And see how long it will last based on your retirement savings, taxes and inflation.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year’s distribution requirements.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Roth 401(k) vs. Traditional 401(k) Use this calculator to determine which 401(k) contribution type might be right for you.
Savings Calculators
College Savings Use this calculator to help develop or fine tune your education savings plan.

IMPORTANT: This report is prepared for general circulation and is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or service. Market prices and other data may be obtained from outside sources and is not warranted as to completeness or accuracy. Past performance does not guarantee future results. Any comments, statements and/or recommendations made herein are subject to change without notice. Ratings on bonds can and will change over time; we may not notify you of such changes. Cash flows may be intermittent on certain securities. If sold prior to maturity, principal and yield will vary. We do not pass on the suitability of any bond position. All prices, yields and availability are subject to market movement and/or prior sale. Entering an order or requesting a bid does not guarantee a purchase or sale at that price. The firm may make a market or own certain securities on their own account.