Calculators

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.

Life Insurance

How much life insurance do I need?

Annuity Tax Advantages

What are the tax advantages of an annuity?

Current Retirement Savings

Are my current retirement savings sufficient?

Spending Habits

How much am I spending?

Savings in Retirement

I'm retired, how long will my savings last?

Disclosure

Barbara Cole is an agent 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 AZ, CA (CA Insurance License #0725625), CO, FL, MI, MT, NV, OR, SD, and WA. No insurance business may be conducted outside the states referenced.

Barbara Cole 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, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-801-8680. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IN, MI, MT, NC, NV, NY, OR, SD, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Barbara Cole 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, IN, MI, MT, NC, NV, NY, OR, SD, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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.

COLE INSURANCE & FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither COLE INSURANCE & FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​