Free Financial Planning Tools For You
Calculate RSU Taxes
Understand the tax implications of your Restricted Stock Units (RSUs) and plan ahead for tax season.
Retirement Savings Calculator
Estimate how long your retirement savings will last based on your planned expenses.
Assets Under Management Fees
Calculate the fees you’re paying for assets under management.
529 College Savings Calculator
Determine how much you need to save for college by factoring in tuition inflation and time until enrollment.
Roth vs Traditional IRA
Compare the tax advantages of Roth and Traditional IRAs to inform your retirement strategy for future savings.
Engagement Ring Calculator
Plan your engagement with confidence by budgeting for a ring that fits your style and financial goals.
Business Valuation Calculator
Discover the true value of your business with actionable insights. Make informed decisions for your future.
401(k) Loan Calculator
Understand the cost of borrowing from your 401(k) and how it impacts your retirement savings.
Emergency Fund Calculator
Estimate how much you need in an emergency fund by factoring in expenses, income stability, and job security.
401(k) Loan Calculator
Estimate the potential gains, losses, and tax impacts of your NVIDIA stock holdings.
Inheritance Tax Calculator
Understand potential inheritance tax obligations based on estate size, exemptions, and state rules so you can prepare in advance.
Savings Withdrawal Calculator
Estimate how long your savings will last by modeling different withdrawal amounts and timelines for your financial goals.
CRUT vs CRAT Calculator
Compare Charitable Remainder Unitrusts (CRUTs) and Charitable Remainder Annuity Trusts (CRATs) to see how each impacts your income, taxes, and charitable giving goals.