Calculators

Planning Tools You Can Explore (On Your Own Terms)

Here’s how we help clients explore their possibilities—and how you can start thinking through your own planning questions.

Social Security Retirement Estimator

Purpose: Estimate your future Social Security benefits based on different retirement ages and earnings.
Source: Social Security Administration

https://www.ssa.gov/benefits/calculators/

Pension Income Projection Calculator

Purpose: Estimate your pension income based on age, earnings history, and years of service.
Source: Calculator.net

https://www.calculator.net/pension-calculator.html

IRS Tax Withholding Estimator

Purpose: Determine the appropriate amount of federal income tax to withhold from your paycheck.
Source: Internal Revenue Service

https://www.irs.gov/individuals/tax-withholding-estimator

Capital Gains Tax Calculator

Purpose: Estimate taxes owed on profits from the sale of assets like stocks or real estate.
Source: SmartAsset

https://smartasset.com/investing/capital-gains-tax-calculator

Long-Term Care Cost Calculator

Purpose: Estimate the cost of various long-term care services in your area.
Source: Carescout

https://www.carescout.com/cost-of-care

Retirement Income Calculator

Purpose: Estimate your potential monthly retirement income based on savings, Social Security, and other income sources.
Source: Bankrate

https://www.bankrate.com/retirement/retirement-plan-income-calculator/