Make Calculated Decisions

401(k) Planning Calculator

Ready to get the 411 on your 401(k)? Enter your basic salary information and your employer’s 401(k) contributions and we’ll estimate how much money you can expect to accumulate by the time you’re ready to retire.

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College Cost Calculator

With the cost of college rising, we want to help you make a payment plan for your child. Enter some basic information and we'll estimate how much money you need to meet your goals-whether you want to save on a monthly basis or invest a lump sum.

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College Cost Comparison Calculator

Choosing the right college is an important milestone. We'll help you discover the true cost of your dream school. It's a common misconception that everyone pays the "sticker price" for college. Use our handy calculator to determine the cost you may pay based on your income level and location.

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Investment Planning Calculator

Hoping to calculate how much an investment will accumulate over time? Enter the investment information and we’ll show you the impact of increased investment return, including the projected value and increase.

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IRA Options Calculator

If you’re new to retirement planning, it can be challenging to weigh the benefits of a Roth vs. traditional IRA. Your eligibility is dependent on several factors including your age, income, and filing status. Enter your information and we’ll show you your IRA eligibility.

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Life Insurance Planning Calculator

Life insurance can help provide financial protection for your loved ones in the unfortunate event of a premature death. Enter some basic information, your immediate cash and desired annual income estimates, and your available resources and we’ll calculate how much you may want to invest in life insurance.

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Retirement Income Calculator

It may surprise you how significant your retirement account may accumulate simply by saving a small percentage of your salary each month in your 401(k) plan. Further, it may be useful to estimate your future monthly income generated by these retirement savings and what that means in today’s dollars.

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Retirement Planning Calculator

The thought of saving for retirement can be daunting, but not if you have attainable goals set on a yearly basis. Enter some of your basic information and your desired age of retirement and we’ll show you how to save now to save less later.

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Other Calculators

Auto Payment Calculator

How much car can I afford?

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Fixed rate mortgage payment Calculator

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.