Our easy-to-use tools will help you calculate many valuable retirement and financial scenarios.

Social Security Retirement Income Estimator

Estimate your monthly Social Security Income.


How long will my money last?

Calculate how long your money will last during your retirement.


What are the tax advantages of an Annuity?

Understand the tax advantages of annuities versus traditional savings accounts.


How much should I save to reach my goal?

Compare tax-free investments to taxable investments


How does inflation impact my retirement income needs?

Calculate the impact of inflation on your retirement income needs.


Compare taxable vs. tax-free investment return

Calculate how long it will take to reach your savings goal.


Calculate Your Tax Freedom Day!

Calculate the value of compound interest.


Advantages of a 529 College Savings Plan

Advantages of a 529 College Savings Plan


What is the value of a bond?

Calculate the value of compound interest.


Life Insurance Guide

Learn more about the various life insurance options available to you that can help you achieve your goals.

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Safe Money and Income Solutions

Robert Kelly
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Annuity Questions?

Download the 2017 Best Annuity Rates Report Now and learn more about annuity options that can help you achieve your retirement goals.

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Disclaimer: The videos, articles, and downloadable booklets presented here are intended as information only and are not intended to repesent tax, legal, or investment advice. Financial products can differ based on your state of residence, your age and the product you select. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. It is important that you read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.