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Tools

Calculators

How much do I need to save for retirement? What type of IRA is right for me? How much life insurance is enough and how can it benefit me in the future?

Our financial calculators can help you with common financial questions. Click on one of the general financial topics below to experience our user friendly calculators.

Roth 401(k) vs. Traditional 401(k)

Assess Your Life Insurance Needs

Quizes

What is Your Investment IQ?

Test Your Life Insurance Knowledge

Test Your Estate Strategy Knowledge

Resources

2024 Monthly Newsletter

Stay up to date with our Newsletter where we share with you a wealth of knowledge to help you make informed decisions about your financial future. Articles about retirement planning, small business, long-term care, social security, legacy planning and more, we've curated a diverse range of content.

2024 Pocket Tax Guide

From eligible deductions to limits, changes, and deadlines, deciphering the annual tax updates can be challenging. We’ve attached this handy quick reference guide that outlines key tax information for 2024 so as you look to the year ahead, you have the right information.

Social Security Analyzer

Prepare a strategy to help optimize your benefits for retirement. The Analyzer is a powerful tool designed to calculate personalized filing strategy options that could help you have more monthly retirement income, more ways to fight inflation, and more income security for a surviving spouse or heirs. After filling out, please email the forms to tomgilliam@carillongroup.com.