WFG - Financial Tools & Calculators

These illustrative calculators are designed to be informational and educational tools only, and do not constitute investment advice.

College Costs Calculator
Is college in the future of a family member? Wonder if you're saving enough? Determine how much you should be saving to meet rising education costs.

Retirement Needs Calculator
Are you prepared for your retirement? Wondering if you're saving enough? Try this calculator to help you decide how much to put aside.

Cash Flow Calculator
Where does all your money go? After tracking your expenses, run the numbers through the cash flow calculator to find out.

401(k) Value Calculator
Use this calculator to estimate the value of your 401(k) plan.

Hidden Expense Calculator
Use this calculator to discover hidden expenses. The calculator will determine the total amount due for all hidden bills and then divide that amount by 12 to provide an accurate monthly set-aside number.

Compound Interest Calculator
How much will your savings be worth over time? Use this basic compound interest calculator to find out.

Net Worth Calculator
Where do you stand financially? Determining your net worth is a great way to start the financial process or to check up on the current state of your finances.

Life Insurance Needs Calculator
We all want the best for our families if the unexpected should happen. Are you protected? Use this interactive calculator to determine how much life insurance coverage you may need.

These illustrative calculators are designed to be informational and educational tools only, and do not constitute investment advice. They may not reflect the actual growth of your own investments and cannot be used to predict future performance. The results presented by these calculators are hypothetical. Please seek the advice of an investment professional before making any type of investment.

Please note that an increased level of risk to principal is typically associated with higher rates of return. Also, rates of return will vary over time, particularly for long-term investments. Based on historical average rates of return for the various asset classes (e.g. stocks, bonds and short-term liquid instruments), a rate of return outside the range of 2%-20% may be an unrealistic assumption. Based on historical rates of inflation, an inflation rate below 2% may be an unrealistic assumption. The calculators do not reflect the effect of state and local income taxes.

All guarantees, including optional benefits, are based, on the claims paying ability of the issuing insurance company.