Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949
(415)883-5200
 

Calculators

ONLY 46 PERCENT OF U.S. WORKERS HAVE TRIED TO DETERMINE HOW MUCH THEY WILL NEED TO SAVE FOR A COMFORTABLE RETIREMENT.

Source: Employee Benefit Research Institute, 2013

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you’ll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards


Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Credit Card Debt
How Long Will It Take to Pay my Balance?

Loan Payment
How much would your monthly loan payment be?

Car Affordability
How much can you afford to pay for a car?

Retirement & Inflation


Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings and Investing


College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals
How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation
Estimate the future value of your current savings.

Cash Management


Budget Analysis
This Analysis form will help you weigh your income vs. your expenses.

Risk Management


Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance
Will you be able to afford nursing home care?

Disability Income Insurance
How much Disability Income Insurance do you need?







Latest News
ira-types-lamont
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]