Investor Profile Quiz

Your investment strategy should reflect the kind of investor you are. This quiz is designed to suggest an investment strategy that may be right for your retirement savings based on your personal risk tolerance and financial situation. 

Retirement Income Gap Calculator 

Use the retirement income gap calculator to understand what your expenses may be in retirement and calculate the gap between those expenses and your guaranteed income. 

Required Minimum Distribution Calculator

Use the required minimum distribution calculator to determine how much you must withdraw from your retirement account. 

Traditional 401(k) vs. Roth Contribution Calculator

The traditional 401(k) vs. roth contribution calculator can help you decide which account type may better prepare you for retirement. 

College Savings Calculator

Saving for college doesn’t have to feel like homework. Use our college savings calculator to help you estimate how much to save for college tuition. 

Key Employee Value Calculator

Use the key employee calculator to help you determine how the loss of a key employee could affect your business. 

Business Valuation Calculator

 Get an idea of what your business is worth and what it might cost for a business partner to buy your share of the business if you become disabled. 

Life Insurance Calculator

If you’re wondering, “How much life insurance do I need?” then our life insurance calculator can provide you with some quick answers. After you calculate your life insurance estimate, consider contacting a financial professional to discuss your individual situation. 

Disability Income Insurance Calculator

If you were too sick or injured to work, do you have enough income to cover your living expenses? Use the disability insurance calculator to find out.