Financial calculator suite

Pick a calculator

Choose a tool below.

Comprehensive Budgeting & Savings Capacity Tool

Project household savings with incomes, expenses, rare events, scheduled costs, and investment growth.

  • Editable income streams and expense categories
  • Rare event and job-loss modeling
  • Ending balance percentile table

Retirement Monte Carlo Calculator

Project retirement portfolio outcomes with monthly contributions, withdrawals, and changing portfolio assumptions over time.

  • Contributions before retirement
  • Multiple portfolio periods
  • Fixed withdrawal amount or withdrawal rate
  • Ruin probability and percentile charting