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Age, Income, and Assumptions
Current age (if applicable)
(1 to 85)
Current annual income
($)
Spouse's annual income (if applicable)'
($)
Spouse's current age (if applicable)
(0 to 85)
Spouse's desired retirement age (if applicable)
(0 to 65)
Investment return
(-12% to 8%)
Anticipated inflation rate
(0% to 10%)
Immediate Cash Needs
Funeral expenses
($)
Final expenses
($)
Mortgage balance
($)
Other debts
($)
Desired annual income needs
(Typically 70-80% of current combined income)
($)
Number of years income is needed
(1 to 70)
College needs
($)
Available Resources
Investment assets
($)
Existing life insurance
($)
Include social security benefits?
Yes
No
Age of oldest child under 18
(0 to 18)
Age of second child under 18
(0 to 18)
Age of third child under 18
(0 to 18)
Age of fourth child under 18
(0 to 18)
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for more information.
Investment Services
Lifestage Calculators
Retirement Calculator
Investing Calculator
IRA Options Calculator
401k Calculator
College Calculator
Life Insurance Calculator
Login to
Clear 1
Mainstreet Home
Find a Branch
Contact Us