Skip to content
FINRA BrokerCheck|Your Money GuideSchedule Appointment
Navigant Advisory Group LLC — Your guide for the journey
Menu

Tools · Workplace Wellness

Put a question on paper.

These calculators run in your browser and do not store your information or require a signup. Use the estimates to frame a conversation—not as financial, tax, legal, lending, or insurance advice.

01 · Retirement

Build a clearer retirement question.

Retirement Savings Calculator

Estimate how current savings and monthly contributions could grow before retirement.

A 4% annual withdrawal illustration is a planning estimate, not a promise of income.

401(k) Contribution Calculator

See how your annual employee contribution and a potential employer match could add up.

Roth vs. Traditional Comparison

Compare an illustrative after-tax value using the same annual investment and different tax timing.

Required Minimum Distribution Calculator

Estimate an annual distribution using an account balance and an illustrative distribution period.

This uses an illustrative IRS Uniform Lifetime divisor and is not a tax calculation. Spousal and other exceptions may apply.

Open the full RMD calculator

02 · Saving & Investing

See how time and consistency interact.

Compound Interest / Savings Growth

Project a savings balance from an opening amount, regular additions, time, and a return assumption.

YearBalance

Emergency Fund Calculator

Estimate a cash reserve target based on essential monthly expenses and the number of months you want to cover.

Savings Goal Calculator

Estimate the monthly amount needed to reach a future savings goal from a starting balance.

The estimate assumes monthly contributions and monthly compounding.

03 · Home & Loans

Make the cost of borrowing easier to see.

Mortgage Payment Calculator

Estimate a principal-and-interest payment with optional monthly taxes and insurance.

Mortgage Payoff / Extra Payment

Compare an estimated payoff timeline with and without an additional monthly payment.

Actual lender terms, escrow, and prepayment rules can change the result.

Rent vs. Buy Comparison

Compare a simple five-year housing outlay estimate using rent, ownership, and selected recurring costs.

This simplified comparison excludes appreciation, selling costs, taxes, and opportunity cost.

Auto Loan Calculator

Estimate an auto loan payment and the interest paid over the selected term.

04 · Debt

Understand payment pace and interest.

Credit Card / Debt Payoff

Estimate payoff time and interest, including a comparison with a lower minimum payment.

A minimum-payment estimate assumes the payment is the greater of the percentage or $25 and can vary by issuer.

Student Loan Calculator

Estimate a fixed monthly payment and total interest for a student loan balance.

05 · Planning

Put the bigger picture in view.

College Savings (529) Calculator

Estimate a future education balance from current savings and regular contributions.

Life Insurance Needs Calculator

Organize common inputs used to discuss income replacement, obligations, future costs, and existing resources.

This is an educational starting point; policy type, taxes, dependents, and other needs require professional review.

Net Worth Calculator

See a snapshot of assets minus liabilities using the categories that matter to you.

These calculators are educational estimates only and are designed to help you frame better questions about your financial life.

Talk through a question