Human Life Value Report (Click for "printable" fact finder)
Cost of Raising a Child Report
Education Funding Analysis
Do You Still Have Enough Life Insurance? Report
Do You Still Have Enough Disability Income Insurance? Report
Survivor Cash Needs Reports:
Single Person
Married Couple
Survivor Income Needs Reports:
Single Parent (Click for "printable" fact finder)
Married/Single Income
Married/Dual Income
Survivor Cash and Income Needs Reports:
Single Parent (Click for "printable" fact finder)
Married/Single Income
Married/Dual Income
Retirement Analysis:
Single Person
Single Income Couple
Dual Income Couple
Long-Term Care Cost Analysis
Estate Planning Calculators:
Federal Estate Tax Report
Intestacy Calculators (provided by MyStateWill.com)
Business Needs Calculators:
Business Valuation Report
Key Employee Valuation Report
Pre-Tax Profit Equivalent Report
After-Tax Corporate Cost Report
Cost of Group Term Life Insurance Report
Estimated Corporate Alternative Minimum Tax Report
Self-Employed Qualified Retirement Plan Contribution Report
Employee Benefit Calculators:
Compensation and Benefit Statement (A "Second Paycheck" Statement)
Charitable Planning Calculators:
Provided by Planned Giving Design Center
Gifts that Provide the Donor with Income:
Charitable Gift Annuity [Immediate]
Charitable Remainder Annuity Trust [Lives|Term]
Charitable Remainder Unitrust [Lives|Term]
Pooled Income Fund [Lives]
Gifts that Provide Income to Charity:
Charitable Lead Annuity Trust [Lives|Term]
Charitable Lead Unitrust [Lives|Term]
Gifts with Retained Use:
Life Estate Agreement [Lives|Term]
Other Online Resources:
Social Security Online: The Social Security Administration has an excellent series of calculators that can be used to estimate Social Security retirement, disability and survivor benefits.
SEC Mutual Fund Fees and Expenses Calculator: You can compare the fees and expenses of up to three mutual funds, or the share classes of the same mutual fund on the NASD's Mutual Fund Expense Analyzer. You can also compare the fees and expenses of up to three ETFs using the same tool.
IRS Withholding Calculator: Can be used to ensure that the correct amount is withheld from pay.
CPI Inflation Calculcator: Provided by the Bureau of Labor Statistics (BLS); can be used to calculate the value of current dollars in an earlier period, or to calculate the current value of dollar amounts from years ago.
FAFSA4caster: The federal government has an online tool available to help families predict the amount of federal financial aid they may qualify to receive to help pay for college education costs.