Financial Calculators

Click on the appropriate text below to go to that calculator.

Retirement
How much will I need to save for retirement?
How will retirement impact my living expenses?
¿Cuánto Necesitaré Ahorrar Para El Retiro?
How does inflation impact retirement income needs?
I'm retired, how long will my savings last?
When should I begin saving for retirement?
Are my current retirement savings sufficient?


Budgets and Credit Cards
Should I pay down debt or invest my monthly surplus?
How long will it take to pay off my credit card(s)?


Investing and the Markets
Capital gains (and losses) tax estimator
Compare taxable, tax-deferred and tax-free investment growth


Home Matters
Should I take out a fixed or adjustable rate mortgage?
Comparing mortgage terms


Preparing for the Inevitable
What is my life expectancy?
What are my long-term care insurance needs?
How much life insurance do I need?


Informative Articles

Retirement
The Basics of Retirement Planning
Living Expenses In Retirement
Retiring At An Early Age


College
Section 529: College Savings Plans

Budgets and Credit Cards
An Introduction to Budgeting
Using Credit Cards Wisely


Preparing for the Inevitable
A Living Will
What Is Term Life Insurance?
  Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 02/10
Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111