Estate & Business Planning
Wellesley Financial Group
These calculators are intended to help you understand your current financial situation. We can help you create a strategy to meet your needs.
How much should I save?
Are my current savings sufficient?
How much income will my IRA provide?
What is my projected required minimum distribution?
I'm retired — how long will my savings last?
How much should I save for college?
How much will college cost?
Should I live on campus, off campus or at home?
What is the value of a college education?
What is my life expectancy?
How much disability income do I need?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
Can I live on a fraction of my income?
(Berkshire Life's Disability Income Coverage calculator)
Investments and Savings
What is my risk tolerance?
How much should I save to reach my goal?
What is the impact of inflation?
What is the value of tax deferral?
What is the value of compound interest?
110 Cedar Street Wellesley Hills, MA 02481 | phone: 781-237-1720 | fax: 781-237-2652