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These interactive calculators can help you see the impact of various financial situations and decisions.


retirement calculators

How will retirement impact my living expenses?

How much will I need to save for retirement?

Are my current retirement savings sufficient?

Social security retirement income estimator

How does inflation impact my retirement income needs?

I'm retired, how long will my savings last?

When should I begin saving for retirement?

Should I convert discretionary expenses to savings?

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



What is my potential estate tax liability?

2014 federal income tax calculator

Should I adjust my payroll withholdings?

Will my investment interest be deductible?

How much self-employment tax will I pay?

Capital gains (losses) tax estimator

Compare taxable, tax-deferred and tax-free investment growth

How much of my social security benefit may be taxed?

What are the tax implications of paying interest?

Should I itemize or take the standard deduction?

What is my tax-equivalent yield?

2014 tax refund estimator

Tax freedom day


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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts