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 in Retirement

How long will my savings last in retirement?

Retirement Savings 

Are you saving enough for retirement?

Funeral Costs and Final Expenses

Understanding how much the average funeral costs.

Living Expenses

How much am I spending?

Disclosure

Terry Mathias 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 CO, NC, OH, VA, and WV. No insurance business may be conducted outside the states referenced.

Terry Mathias 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, 231 Capitol St Ste 321, Charleston, WV, 25301, 304-741-0045. In this regard, this communication is strictly intended for individuals residing in the states of FL, NC, OH, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

CAPITAL FINANCIAL SOLUTIONS LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CAPITAL FINANCIAL SOLUTIONS LLC 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.