Calculators
Financial Calculators
Free tools to help you plan your financial future. All calculators provide estimates for educational purposes.
Retirement Savings Calculator
Project your retirement savings growth based on current balance, contributions, and expected returns.
Portfolio Fee Comparison
See how much advisory fees can impact your investment returns over 10, 20, and 30 years.
Social Security Optimizer
Determine the optimal age to start claiming Social Security benefits based on your life expectancy.
Net Worth Tracker
Calculate your current net worth by entering your assets and liabilities with visual breakdowns.
Tax-Advantaged Savings
Calculate potential tax savings from 401(k), IRA, and HSA contributions.
Roth IRA Conversion
Analyze whether converting your traditional IRA to a Roth IRA makes sense based on tax brackets and time horizon.
Important Disclaimer
These calculators provide estimates for educational purposes only. Results should not be considered financial advice. Actual results will vary based on market conditions, tax laws, and individual circumstances. Please consult with a qualified financial advisor at CUBIC Advisors for personalized recommendations tailored to your specific situation.
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