Tools & Calculators

Get an answer in 60 seconds.

Simple calculators with no sign-up and no jargon. Start with a ballpark, then talk to a real person when you want a plan.

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Easy tools · no sign-up

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What do you need for retirement?

You'd need to save about
—

This is only part of the picture. Tap anything that applies to you:

Each of these can change how fast you get there. A discovery call shows you how.

Find my faster path →Add guaranteed income →

Uses the common 4% guideline (about 25 years of income) in today's dollars. The range runs from a 4% to a 10% average return. Education only, not a guarantee.

Compound growth calculator

Works like the SEC's Investor.gov compound interest calculator.

Could grow to
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Purple line: your estimate. Shaded band: the low-to-high range. Dashed line: what you put in. The S&P 500 has averaged roughly 10% a year over the long run, before inflation, taxes and fees. Past results don't guarantee future returns. Hypothetical, for education only.

More tools, by topic

Each topic page has its own quick tool at the top, right after the video.

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Keep learning

More ways to learn

7 Disciplines Test

Score yourself on the seven habits behind every solid plan, in about four minutes.

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Videos & Podcast

The Wealth Strategist Podcast and short lessons from the team.

Watch →

Reading List & Pro

Books we recommend, plus study material for professionals.

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Next step

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Calculators are for education only and are not investment, tax or legal advice. Results are hypothetical and not guaranteed. See our full disclosures in the footer.