Model compounding, fees, portfolio choices, college savings, and long-term wealth-building tradeoffs.
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Cards show what the calculator decides, the inputs it needs, and where the result should lead next.
Calculator library
Decide how much to elect for a Dependent Care FSA after tax savings, employer contributions, plan fees, dependent-care credit tradeoffs, reimbursement timing, and uncovered childcare costs.
Decides
employee election | net FSA value | uncovered cost
Plan paid family leave after wage replacement, weekly caps, employer top-up, PTO, leave expenses, childcare changes, savings runway, and return-to-work buffer needs.
Decides
weekly benefit | benefit cap loss | total leave gap
Project a fixed monthly-compounding return scenario with end-of-month contributions and clear exclusions.
Decides
Future value | Growth earned | Contribution total
See the exact portfolio decline that triggers a call on your specific collateral mix and loan size, and the real cure amount if it does.
Decides
Primary result | Risk note | Next action
Compare two entered annual-fee scenarios while holding gross return and contributions constant.
Decides
Primary result | Risk note | Next action
Compare two entered annual-fee scenarios while holding gross return and contributions constant.
Decides
Future value | Growth earned | Contribution total
Calculate current net worth and separate five-year and target-age projections using consistent effective monthly growth assumptions.
Decides
Required monthly amount | Projected gap | Target date
Find the trades needed to bring a portfolio back to target allocation.
Decides
Primary result | Risk note | Next action
Translate time horizon, drawdown comfort, and liquidity needs into a sample risk allocation.
Decides
Primary result | Risk note | Next action
Model private-fund capital calls and size a cash reserve using a user-selected share of estimated uncalled capital.
Decides
Winning option | Dollar difference | Break-even point
Compare locked-up and liquid investment scenarios at user-entered returns without treating the modeled difference as an earned premium.
Decides
Required monthly amount | Projected gap | Target date
Build a first-year baby cash target from one-time costs, monthly expenses, current savings, and an explicit contingency before the due date.
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Required monthly amount | Projected gap | Target date
Model a fixed-term charitable remainder trust payout and simplified present-value remainder using a Section 7520 rate entered.
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Required monthly amount | Projected gap | Target date
Build a childcare cash-flow estimate across all children and compare it with monthly after-tax household income.
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Required monthly amount | Projected gap | Target date
Estimate an enrollment-date four-year cost and monthly savings scenario.
Decides
Future value | Growth earned | Contribution total
Compare investing a lump sum all at once against spreading the same total amount evenly across several months: the real math behind why lump sum tends to win.
Decides
Winning option | Dollar difference | Break-even point
Weigh the total cost of a degree, including foregone income while in school, against its lifetime salary premium to see how many years it takes to break even.
Decides
Required monthly amount | Projected gap | Target date
Aggregate cash across checking, savings, and money-market balances and compare it with a user-selected liquidity target.
Decides
Required monthly amount | Projected gap | Target date
Calculate the future value of a lump sum and recurring contributions.
Decides
Future value | Growth earned | Contribution total
Model a simplified zeroed-out GRAT annuity and remainder scenario using entered growth and Section 7520 rates.
Decides
Required monthly amount | Projected gap | Target date
Calculate two simple household balance-sheet ratios from entered assets and liabilities.
Decides
Primary result | Risk note | Next action
Project HSA growth while capping entered employer and employee deposits at selected 2026 IRS limits.
Decides
Future value | Growth earned | Contribution total
Compare an ILIT premium with an entered annual-exclusion capacity scenario.
Decides
Required monthly amount | Projected gap | Target date
Explore a transparent age-and-risk allocation rule as an educational starting point.
Decides
Required monthly amount | Projected gap | Target date
Estimate a single-position margin-call price using entered initial equity and broker maintenance-margin assumptions.
Decides
Primary result | Risk note | Next action
Discount a future amount back to today using a required return or inflation rate.
Decides
Future value | Growth earned | Contribution total
Model a user-selected private-credit allocation cap and compare entered gross yields with a public-credit scenario.
Decides
Required monthly amount | Projected gap | Target date
Build a private-school cash target using tuition, non-tuition costs, annual cost growth, current savings, and time before enrollment.
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Required monthly amount | Projected gap | Target date
Screen gain using acquisition-date, holding-period, basis, and rate assumptions under current Section 1202 tiers.
Decides
Required monthly amount | Projected gap | Target date
Solve for the annual rate of return a lump sum needs to earn to grow from today's value to a target value by a future date.
Decides
Required monthly amount | Projected gap | Target date