- Intergenerational Equity Calculator Test how your current spend rate and other variables will impact the amount of assets you will be able to leave your children.
- Family Business Growth Calculator Shows how fast your company must grow per year to support your growing family.
- Interactive Wealth Calculator Compares your salary history with what might be predicted for someone of your sex, age, race, education, occupation and region.
- Personal Wealth Estimator Calculates current and future net worth
- Net Worth A balance sheet summarizes your assets and liabilities and reveals your net worth.
- Financial IQ TestTake this quick quiz to find out your Financial IQ.
- Estate TaxesUse this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Savings AccumulationEstimate the future value of your current savings.
- Retirement Portfolio Lifespan How Long Will Your Funds Last?