Seventy-six percent of Americans agree they would benefit from having basic financial education and information.1
Loans & Credit Cards
Retirement & Inflation
Taxes & IRAs
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
- IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
- Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Saving & Investing
- College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
- Savings Goals
How much do you need to save each year to meet your long-term financial goals?
- Savings Accumulation
Estimate the future value of your current savings.
- Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
- Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
- Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
- Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Disability Income Insurance
How much Disability Income Insurance do you need?
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by GF Investment Services.