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CALCULATORS

"Financial security and independence are like a 3- legged stool resting on savings, insurance, and investments."
- Brian Tracy

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

- Source: Employee Benefit Research Institute, 2017


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.


How much Life Insurance do I need?

Life Insurance

Are my current retirement savings sufficient?

Current Retirement Savings

How much am I spending?

Spending Habits

I'm retired, how long will my savings last?

Savings in Retirement

How much retirement income might my 401(k) provide?

Retirement Income and 401(k)

Taxable vs. tax-advantaged savings?

Tax Deferral

Will I be able to pay back my student loans?

Student Loans

How much should I save to reach my goal?

Savings Goals

Do you know what yours is?

Risk Tolerance

What is your Financial Preparedness Index?

Financial Preparedness

How will retirement impact my living expenses?

Retirement and living expenses

How long will my current life insurance proceeds last?

Life Insurance Proceeds
Disclosure

Pragnesh Bhatt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0L78360), DE, FL, KY, MD, MI, MO, NC, NJ, NM, NV, NY, PA, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Pragnesh Bhatt is licensed and authorized to offer insurance in California, but Saavi Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Pragnesh Bhatt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6905 Rockledge Dr Ste 900, Bethesda, MD, 20817, 301-214-6819. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, FL, IL, KY, MD, MO, NM, NY, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Pragnesh Bhatt is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Saavi Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Saavi Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

OUR LOCATION

6905 Rockledge Dr Ste 900

Bethesda, MD 20817

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GET IN TOUCH

(301) 214-6819
(443) 804-7434
pjbhatt@saavifinancial.com
  • ABOUT
    • Meet Our Team
    • Strategic Resources
    • Our Process
  • EXPERTISE
    • Personal Solutions
    • Business Solutions
    • Special Needs Planning
    • Partnering with Other Professionals
  • EDUCATION
    • Nautilus Blog
    • Newsletters
    • Guideposts
    • Life Stories Videos
    • Financial FAQ Videos
    • Nautilus Insight Videos
    • Calculators
    • Helpful Links
    • Videos
  • CONTACT
  • CLIENT LOGIN
    • New York Life
    • NYLIFE Securities
    • Mainstay Funds
    • American Funds
  • Navigating Income Tax

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