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  1. Home
  2. Services for you
  3. Calculators

Calculators

Calculators

We encourage you to explore our resources for analysis and personalized reports on a variety of relevant financial topics. 

 

RETIREMENT

  • How does inflation impact my retirement income needs?

SAVINGS

  • Becoming a millionaire
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to reach my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?

INSURANCE

  • How long will my current life insurance proceeds last?

TAXATION

  • How much self-employment tax will I pay?
  • What is my tax-equivalent yield?

HOME & MORTGAGE

  • Comprehensive mortgage calculator
  • Should I convert to a bi-weekly payment schedule?
  • What are the tax savings generated by my mortgage?

COLLEGE

  • Will I be able to pay back my student loans?
  • Advantages of a 529 College Savings Plan
  • What is the value of a college education?

CASH FLOW

  • Should I pay down debt or invest more?
  • How long will my money last?
  • Historical inflation - Compare purchasing power

CREDIT

  • How long will it take to pay off my credit card(s)?
  • How long until my loan is paid off?
  • What would my loan payments be?
  • What is the balance owing on my loan?
  • Which is better, cash up front or payments over time?
  • What is the impact of making extra debt payments?
  • Should I pay off debts or invest the money?

AUTO

  • Auto purchase - Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Auto loan - Accelerated payoff

FINRA CALCULATORS

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator
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Rhinelander
15 E. Anderson Street
P.O. Box 738
Rhinelander, WI 54501

 

Phone: 715-361-1500
Fax: 715-361-1515

 

Milwaukee
833 E. Michigan Street
Suite 1460
Milwaukee, WI 53202

 

Phone: 414-509-6630
Fax: 414-509-6633

 

Minneapolis
Minnesota Center
7760 France Ave. South
Suite 1100
Bloomington, MN 55435

Phone: 877-432-5330 (toll-free)

 

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