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Plan for your future


How much is enough? How much income will I need?
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create our retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social Security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your Social Security benefits up to, but not over, the maximum.

Calculate your retirement needs with our online calculator.

Fixed Income / Bonds

Our bond calculator computes the taxable equivalent of a tax-free yield. Simply enter a tax-free yield and your tax bracket in the boxes below to calculate a taxable equivalent yield.

This calculator will estimate the tax-equivalent yield (TEY) for a municipal bond. Income generated from municipal bond coupon payments are not subject to federal income tax. In addition, if the bond was issued in your state of residence, you can also avoid state income taxes. Use this calculator to determine the yield required by a fully taxable bond to earn the same after-tax income as a municipal bond.

Calculate your tax-equivalent yield.

Education Planning

Saving for your children’s education requires a long-term plan. And, like saving for retirement, the earlier you start your plan, the better. Use this calculator to help develop or fine-tune your education savings plan. Click the “View Report” button for a detailed look at the results.

Calculate your education planning needs.

Your Investment Counselor

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