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CALCULATORS

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.


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)
How much should I save to reach my goal?
Savings Goals
Do you know what yours is?
Risk Tolerance
How will retirement impact my living expenses?
Retirement and living expenses
How long will my current life insurance proceeds last?
Life Insurance Proceeds
What is the cost of long-term care?
Long-Term Care

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Dallas | Pasadena

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Island Wealth Strategies

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staff@islandws.com

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

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Island Wealth Strategies and Insurance Solutions, LLC Logo

Contact Us

staff@islandws.com
  • ABOUT
    • Our Team
    • Our Mission
    • Our Process
    • Our Typical Clients
  • EXPERTISE
    • Why Our Clients Choose Us
    • IWS Doctors
    • IWS Business Owners
    • Personal Solutions
    • Business Solutions
  • RESOURCES
    • Calculators
    • Helpful Links
    • Video Library
  • CLIENT LOGIN
  • CONTACT
  • Complimentary Consultation
Disclosure

Christene Dino Hobbs, and Steven Uy are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Christene Dino Hobbs (AR Insurance License #16991481) (CA Insurance License #0K51694).
Steven Uy (CA Insurance License #0J25132).

As a New York Life Agent, Christene Dino Hobbs is licensed and authorized to offer insurance in California and Arkansas, but Island Wealth Strategies and Insurance Solutions, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Steven Uy is licensed and authorized to offer insurance in California, but Island Wealth Strategies and Insurance Solutions, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Christene Dino Hobbs, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244, 972-774-2371.
Steven Uy, 55 S Lake Ave Ste 200, Pasadena, CA 91101, 626-204-8956.

Christene Dino Hobbs, and Steven Uy are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Island Wealth Strategies and Insurance Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Island Wealth Strategies and Insurance Solutions, 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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