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Retirement Calculators & Financial Tools
Retirement Calculators & Financial Tools
Looking for help with creating a budget, calculating your retirement needs, or saving for your children’s education? Our financial tools are designed to take the guesswork out of retirement planning and help you build a customized income strategy to meet your unique financial goals. Whether you're planning for retirement, education savings, or budgeting, these tools provide the guidance you need to achieve financial security.
Most Popular Tools
Social Security
Login or create your Social Security Account to monitor your benefits and plan your retirement date. Go to SSA.gov to check your eligibility, get your estimates and apply for benefits.
Medicare
Go to Medicare.gov to login or create your Medicare Account. Here you can get important Medicare news and updates. You can find and compare health plans, drug plans and providers.
Calculators
Retirement Plan Calculator - How much do you need to save? We all have only one opportunity to retire. One misstep a the wrong time can jeopardize the success for which you’ve worked so hard!
Vanguard Retirement Income Calculator - How much income will you have in retirement? You can use this calculator to help you see where you stand in relation to your retirement goal and map out different paths to reach your target.
Cost of Living Comps- If you plan to move to another city in retirement, cost of living matters. Compare the cost of living in your current home to potential places you would move in retirement.
Required Minimum Distribution (RMD) Calculator - Avoid stiff penalties for taking out too little from tax-deferred retirement plans.
Quoting Tools
Term Life Insurance Quote - Term life insurance can help your loved ones maintain their lifestyle if you were to pass away unexpectedly. This tool estimates what it might cost to provide this protection. If you decide to apply, your final price is personalized and based on the answers you provide in the online application.
Ready to learn more? All fields are required.
Long Term Care Cost Calculator- The need for long term care can arise unexpectedly, often creating a large financial burden. This calculator can help you determine if you are financially prepared for this impending expense.
Long Term Care Planning Resources - The best time to plan for long-term care (LTC) is long before you need it. AARP has the expert advice and tools you need. Find out what you need to know.
Top Retirement Tips
Top Retirement Tips
Haven Financial Solutions: Secure Your Retirement with Smart Planning
Achieving financial security in retirement doesn’t happen by chance—it requires careful planning, commitment, and the right financial strategies, and money. Your employer-sponsored retirement savings plan is a cornerstone of your financial future, whether you’re an employee or self-employed. Understanding how your retirement plan works and the benefits it offers is key to securing your financial future.
Retirement Planning for Employees and Self-Employed Individuals
If you're employed, your retirement savings plan through your employer is essential for building a stable retirement income. But if you're self-employed and don’t have a retirement plan yet, now is the perfect time to create one. At Haven Financial Solutions, we specialize in helping self-employed individuals choose the best retirement savings options, from SEP IRAs to Solo 401(k)s, so you can start building a secure future.
Review Your Financial Plan Annually
To stay on track with your retirement goals, it's crucial to review your financial plan at least once a year. Life changes, and so should your retirement strategy. An annual review ensures you're on the right path and allows you to adjust your approach if needed. Haven Financial Solutions can help you assess your progress and make the necessary adjustments to keep your retirement plans intact.
Leave Your Retirement Savings to Grow
One of the most important rules for retirement savings is to leave your money untouched. The longer you leave your funds in your retirement plan, the more time they have to grow through compounding interest. Avoid tapping into your retirement savings early, as this can hinder your long-term financial goals.
Understanding Health Care Coverage in Retirement
When planning for retirement, it’s essential to understand your health care options. Many employers continue to offer health care benefits to their retired employees, but this is not a requirement for private-sector employers. If you plan to retire early, it's vital to understand your health care options before you qualify for Medicare. Haven Financial Solutions can help you navigate health care plans and provide guidance on securing coverage during your retirement years.
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