Tools

Annual Retirement Expense Worksheet: 

Use this worksheet to help you estimate your retirement expenses while taking inflation into account. Click here

Annual Retirement Income Worksheet: 

Use this single, convenient worksheet to calculate the combined after-tax retirement income for you and your spouse. Click here

Net Worth Worksheet: 

Use this handy financial worksheet for a "snapshot" of what you own (your assets) and what you owe (your liabilities). Click here

 

Calculators

Future Value Calculator:

​How much will today's savings be worth 10 or 15 years from now? Check it out, using rates of return and time frames of your own choosing. Click here

Minimum Annual Income Calculator: 

Use this calculator to determine your minimum annual RIF, LIF or LRIF payments at various ages throughout retirement. Click here