Tools
Free calculators, checklists, and worksheets
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Assisted Living Cost Estimator
Estimate monthly and annual senior living costs by care level, room type, and budget.
CaregivingPrivate Caregiver Cost Calculator
Calculate weekly, monthly, and annual private care costs for hourly or live-in help.
PlanningRetirement Move Checklist
Build a personalized move checklist for documents, finances, health, housing, family, and logistics.
DocumentsEmergency Contact Sheet
Create a printable sheet with contacts, doctors, medications, allergies, insurance, and notes.
DocumentsCaregiver Agreement Generator
Draft a plain-language family caregiver agreement with schedule, duties, pay, and notices.
HousingSenior Living Comparison Worksheet
Compare communities side by side by cost, care level, amenities, notes, and family ratings.
InvestingCompound Interest Calculator
Estimate how savings may grow over time from contributions and a projected annual return.
InvestingRetirement Income Gap Calculator
Compare monthly expenses with expected income and estimate the savings needed to cover a gap.
InvestingWithdrawal Runway Calculator
Estimate how long retirement savings may last with regular withdrawals and projected growth.
InvestingInflation Impact Calculator
Estimate how inflation can change future monthly and annual costs.
Retirement IncomeRequired Minimum Distribution Estimator
Estimate a traditional IRA or 401(k) required minimum distribution from age and year-end balance.
Retirement IncomeSocial Security Break-Even Calculator
Compare estimated lifetime benefits from claiming Social Security at two different ages.
BudgetingRetirement Budget Calculator
Build a simple monthly retirement budget and estimate the gap between income and expenses.
Health CostsRetirement Health Care Cost Estimator
Estimate future health care costs from premiums, out-of-pocket care, medications, and inflation.
Care CostsLong-Term Care Savings Need Calculator
Estimate the savings needed for future home care, assisted living, memory care, or nursing care.