Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any investment or product. Rates of return will vary over time, particularly for long-term investements. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Acutal results will vary.

Annuity Tax Advantages

What are the tax advantages of a fixed deferred annuity?

Savings Goals

How much should I save to reach my financial goal?

Retirement Savings 

Are you saving enough for retirement?

College Savings

What are the advantages of a 529 college savings plan?

Living Expenses

How much am I spending?

Life Insurance Benefits 

How long will my life insurance benefits last?

Savings in Retirement

How long will my savings last in retirement?

Cost of Long Term Care 

What is the cost of Long Term Care?

Funeral Costs and Final Expenses

Understanding how much the average funeral costs.

401(k) Retirement Income

How much retirement income might my 401(k) provide?

Disclosure

Kaysi Whelan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but RITROVARE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kaysi Whelan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

RITROVARE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RITROVARE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​