Calculators & Worksheets

Looking for some help setting up a monthly budget—or making progress on a savings plan?

Although you might like to have a clear view of your finances, sometimes it's hard to know where to look. That's why we've created tools and calculators to sharpen your perspective.

Use the Spending Tracker to list your weekly expenses and find out where your paycheck goes. The Monthly Budget Planner takes the process a step further, helping you organize your expenses into categories and determine how much money to set aside for saving and investing. And our calculators and worksheets will help you estimate your current net worth and how much you'll need to save for retirement.

Ready to bring your financial picture into focus? These useful tools will help you get started. 


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Investing involves risk, including possible loss of principal.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

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