• Assess Your Situation
• Define Your Financial Goals
• Develop and Maintain Plan
• Living in Retirement
• Preparing for Life Events
• Tools & Calculators
  • Retirement Planner
  • Income Planner
  • Time Value
  • Find the Money to Invest
  • 401(k) Contribution
  • Cost of Waiting

Financial Tools and Calculators

Explore the potential of your money 

• Retirement Planner

  Determine whether you’re on track toward saving for retirement, and if not, how much you should invest each year to reach your savings goal.

• Income Planner

  How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.

• Time Value

  See how money grows at different rates over different time periods. Starting early may make a big difference in the value of your long-term savings.

• Find the Money to Invest

  You want to save more, but where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

• 401(k) Contribution

  You want to save for retirement and take advantage of your employer's match in your 401(k) plan, but you aren't sure you can afford to. See how contributing to your 401(k) may increase your retirement income without taking a big bite out of your paycheck.

• Cost of Waiting
  

  Calculate how much more you'd need to contribute each year to reach your retirement goal if you put off saving for retirement.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. To the extent that any client or prospective client utilizes any calculator or similar device contained within or linked to The Mutual Fund Store’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from The Mutual Fund Store. Contact one of our investment advisors for more complete information based on personal circumstances and to obtain personalized individual investment advice.