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Calculators

"Only 48% of U.S. workers have tried to determine
how much they will need to save for a comfortable retirement."

Source: Employee Benefit Research Institute, 2015

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Our Calculators

Life Insurance

Savings in Retirement

Annuity Value

529 College Savings Plan

Retirement and Expenses

Annuity Tax Advantages

Burial and Final Expenses

Student Loans

Financial Preparedness

Retirement Income and 401(k)

Current Retirement Savings

Annual Percentage Rate

Savings Goals

Life Insurance Proceeds

Spending Habits

Tax Deferral

Risk Tolerance

Long-Term Care


Disclosure

Barry Finkelstein is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #255677), AZ, CA (CA Insurance License #0A03477), CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NY, OH, PA, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Barry Finkelstein is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 847-317-8711. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, NC, NY, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Barry Finkelstein is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IL, NC, NY, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Barry Finkelstein is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About
    • Meet Our Team
    • Our Professional Resources
    • Community Involvement
    • About Our Designations
  • Services
    • Business Solutions
    • Personal Solutions
    • Investment Management
    • Our Products
  • Approach
    • Six Key Process
    • Working with Other Advisors
  • Education
    • Video Learning Library
    • Newsletters
    • Helpful Links
    • Calculators
  • Client Access
    • New York Life
    • American Funds
    • Eagle Strategies /NYLIFE Securities
  • Contact

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