Financial / Insurance Resources

A comprehensive list of online financial / insurance calculators and informational websites.
(Please be aware that we are NOT accepting any more additions to this list. All requests to do so will be denied.)

This site is provided through the American Institute of Certified Public Accountants (AICPA) and provides a wide range of financial information. The site is divided into the areas of: life stages, financial topics, and women. The homepage for each section provides links to more specific topics. The life stages section is broken down into categories such as childhood, college, career, military and reserves, couples and marriage, parenthood, home ownership, entrepreneurs, life crisis, the sandwich generation and retirement and estate planning.
This simple tool gives you a quick read on whether your retirement savings are likely to be sufficient to last through your retirement, after Social Security and any other pensions are taken into account.
Long-term care insurance industry organization that advocates for the importance of planning and supports agents who market LTC solutions. Website contains enormous amount of statistical data related to buyers, claimants and insurers who offer long-term care insurance products.
Medicare insurance industry organization that advocates for the importance of planning and supports agents who market Medicare Advantage and Medigap solutions. Website contains enormous amount of statistical data related to Medicare and Medicare insurance products.
Includes The Ballpark Estimate, an easy-to-use, one-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. Also, education resources for investors and planners. Provides survey results on retirement confidence. Calculate your Retirement Readiness Rating and Retirement Personality Profile.
“Calculating annuity payments can be tricky. With our free, easy annuity calculator, simply input your data and our calculator will help you determine your estimated monthly income.”
A free site with lots of useful information, whether you're a borrower or a lender; comprehensive rate information on CDs, mortgages, and other bank products; helpful calculators and financial advice.
CalcMoolator offers over 50 free financial calculators for the web, iPhone, iPad, and Android devices. Some of our most popular calculators are: Tip Calculator, House Rent vs. Buy, Auto Loan Estimate, Auto Lease vs. Buy, Mortgage Payment Estimate, and Pay Off My Credit Card Debt Sooner.
A part of the website for the U. S. Securities and Exchange Commission (SEC); provides a variety of calculators for investments and retirement planning; also includes an "Investor Quiz: Test Your Money Smarts."
The Center for Economic and Policy Research site provides a variety of calculators for budgeting, turnover, pension return, social security benefits and more. Charitable Deduction Calculator - Planned Giving Design Center Calculate the deduction for contribution of appreciated securities to a charitable organization. Takes into account state and federal income tax savings.
CNN Business complements the popular personal finance magazine. It includes short articles on a wide range of financial planning topics and a number of useful calculators and portfolio trackers.
The CoRI Retirement Index (CoRI Index) provides a daily "level" that can be used to calculate an estimate of how much annual income your current savings could generate beginning the year you turn 65 - as early as 10 years before retirement.
According to this site: "Our simulator will "simulate" how certain financial transactions will affect your credit score over time. By seeing the cause/effect relationship you can work towards improving your credit score while avoiding certain pitfalls. Credit Karma's My Credit Simulator is the only totally free credit predictor that uses your actual credit score to give more accurate results."
Convert amounts from one currency to another. Use current rates or historic as of a past date.
Use this calculator to estimate your eligibility for federal financial aid.
Includes basic information on estate planning, plus an estate tax calculator, estate plan organizer, and more.
This Award Letter Comparison Tool helps you compare and contrast the financial aid packages from the colleges that have admitted you. In particular, it highlights differences in the cost of attending each school. For calculations that also take into account nonfinancial aspects of packages. Click here to use the Advanced Award Letter Comparison Tool.
Calculations in the areas of home financing, Personal finance and loans, investments, retirement and leases.
Site offers articles, calculators and tools for tax planning and compliance.
From Don Kelley's review of the site in Trusts & Estate's Technology Review 12-14-2011: is a remarkable website that provides information relating to the intestate distribution of a decedent's estate according to the decedent's personal and financial circumstances. It presents free intestacy calculators for all states and the District of Columbia, links to selected portions of state intestacy laws, an interactive summary of state intestacy laws, a degree of kinship chart and other resources. It features per stirpes and per capita calculators that compute the amount of the net estate passing to each heir based on such estate divisions. It also has facts and charts on degrees of kinship, intestacy law, family member shares and blended family shares.
A free tool to access the historical foreign exchange rates. To obtain the historical exchange rate for any currency pair, select the language, the range of dates and the currencies you would like to obtain exchange rates for. You can obtain the historical exchange rates with the desired rate (cash, interbank, credit card), in ASCII, CSV or HTML format.
A very off-the-wall site, but has several useful calculators, especially for measuring the impact of small sacrifices, such as a cup of coffee per day.
Provides a broad range of information on auto, health, home, and life insurance; includes a calculator for determining life insurance needs.
This website provides a wide range of information on interest rates from investments to mortgages and other loans; various calculators help you to determine investment returns, mortgage payments under various conditions, etc.
A series of state-specific web sites authored by Pennsylvania attorney Kurt R. Nilson calculates the intestate share of each heir, based on user input.
The Living to 100 Life Expectancy Calculator uses the most current and carefully researched medical and scientific data in order to estimate how old you will live to be.
Provides estimate of life insurance needs.
Uses sliders, but you also can enter data such as home equity and taxable accounts. Graphs let you adjust assumptions to find a retirement age that can be sustained.
From the Tax Policy Center.
Links to over 18,000 scientific, mathematics, statistics and financial calculators.
Medicare Plan Finder - Provides the options of completing a general or a personalized plan search. A personalized search may provide you with more accurate cost estimates and coverage information.
Read about the 2 ways to get Medicare prescription drug coverage–either through adding a Medicare Prescription Drug Plan (Part D), or getting a Medicare Advantage Plan (Part C) such as an HMO or PPO that offers Medicare prescription drug coverage. (Click here to find and compare drug plans.)
A free website that provides a wide range of information and calculators that deal with mortgages, loans, investments, and other financial considerations.
This site describes itself as "the most coherent, logical, useful and accessible financial education resource on the face of the earth." That may not be true, but it does provide a lot of financial information and calculators, especially for investment purposes. Rated as a "Best of the Web" by Forbes magazine.
Auto, Credit/Budget, Home, Retirement/Saving.
More than 25 calculators at help analyze questions regarding credit and borrowing transactions.
Using data released by the IRS, Kiplinger has built a tool to show your income status compared to your fellow Americans. The income breakdowns are based on adjusted gross income (AGI) reported on 2009 tax returns - the latest statistics available.
Software for planned giving marketing and administration.
From the Postal Service. Calculate the cost of mailing a letter, postcard or package in the U.S. Mail.
A great general financial site with information and calculators for investing, mortgages, retirement, banking, etc.
Over the long term, our country faces an unsustainable mismatch between the federal government's spending commitments and what it is projected to take in through taxes. Reducing projected deficits over the next 10 years represents an opportunity to get our fiscal house in order while phasing-in changes to our long-term budget plans. This is your turn to make policy choices that will do just that.
Well organized source for direct links to current information based Web sites. Find phone books, news headlines, stock market info, weather, search engines, radio stations, newspapers, currency converters, dictionaries and thesaurus, and much more.
This page describes software published by Analyze Now! Calculate how much will be needed for retirement, under different assumptions.
This calculator allows users to enter specific criteria, including their desired retirement age, annual salary, and current retirement savings and investment levels. Find more calculators here: aims to explain and simplify the complicated world of retirement savings. Our focus is on Roth IRAs, a tool with important tax savings if used properly.
Calculator assists in determining whether you are eligible to contribute to a Roth IRA.
Online utility allows you to value a single bond or a portfolio without downloading or installing software. U.S. Department of the Treasury, Bureau of the Fiscal Service.
Saving Advice is a community built around the notion that saving money is good. They offer free articles and information on all aspects of personal finance including debt reduction, how to save money, how to make money and how to invest.
Includes a calculator for savings bond values, and a link to download the Savings Bond Wizard program.
How long will it take you to pay off a credit card balance if you make minimum payments? Plug in the variables and this calculator will tell you.
The Social Security Web site offers several different calculators assists in verifying earnings, getting Social Security Statements, and much more...
A new online tool from the IRS helps individual taxpayers determine whether they might benefit by electing to deduct their state and local general sales taxes. Taxpayers who itemize deductions on Schedule A of the Form 1040 have the option of deducting the amount of state and local sales taxes paid instead of deducting their state and local income taxes paid.
This Calculator provides a whole new way to look at retirement income. It incorporates simulation to show how uncertainty affects your planning for a steady lifetime income.
TPC’s calculators let you see how current tax policy affects real families and how various policy changes would affect the taxes we pay.
Web site offers calculations of payroll tax penalties. There is no charge for the penalty computation. The cost of a detailed report to present to IRS varies with the amount of savings.
Adjusts any given amount of money for inflation, using Consumer Price Index (CPI) figures for 1800-2001. Enter the Dollar amount, the starting year, and the ending year.
These mortgage calculators show underwater homeowners when they will be back in the black and also the combination of amortization, prepayment and home price appreciation needed to meet their future equity goals.
Provides account access for Vanguard account holders, but also has useful economic and financial data on the public site, including retirement calculators and other helpful tools.
How much income will you need in retirement? Are you on track? Compare what you may have to what you will need. Use the sliders to see how small changes today could affect your financial future.
Using a secure Web site, the VGLI Online Account Access system allows veterans to obtain basic information on their account through this insurance Web site. Veterans will be able to view their current amount of coverage, premium rate, and billing method, as well as change their billing address. In the future, veterans will have access to additional online tools allowing them to change their method and frequency of payment. Also available on VA's insurance Web site is a new life insurance calculator that allows veterans to calculate a recommended amount of life insurance based on their financial information. The veteran enters financial information directly into the Web site including financial obligations, net additional income needed by survivors and current assets. By subtracting total assets from total financial obligations and net income needed, the calculator arrives at the amount of life insurance recommended. Veterans can also access their account information through a new VGLI interactive voice response system that allows veterans to obtain account information through the telephone.
The veterans Aid and Attendance (A&A) pension provides benefits that reduce the cost of care for veterans and surviving spouses who require assisted living.
This site includes current and historical data on currency exchange rates, including calculators, tables and graphs.
The financial component of the Internet's most widely visited web site; a wide range of useful financial information and calculators.
Part of the website for The New York Times Company; offers many articles on personal financial planning and useful calculators that focus on savings, college costs, and the decision on whether to rent or buy for housing.