Financial Calculators

Risk Management

Risk Management

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Management

Cash Management

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Saving & Investing

Saving & Investing

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxes & IRAs

Taxes & IRAs

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement & Inflation

Retirement & Inflation

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.