Resource Library - Calculators

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Smart Money Move #7: Find someone to trust

Do you need a financial planner? If the answer is yes, you need to do a little research first.


Don’t miss these curtain calls

Refer to this handy list of deadlines so you don't miss any important dates when preparing to retire.


Breaking into your second act

Before making your retirement debut, you need to rehearse for the part. The act of retiring changes everything from what you do every day and who you see to how you spend and manage your money.


What's your investment style?

At its most basic, how you decide to invest should be based on what kind of investor you are—your style—so you can make choices that are right for you.


Compound Interest Calculator (investor.gov)

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Compound Interest Calculator (econedlink.org)

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


New educators can learn a lot with the Don’t Be Jack™ game

WEA Member Benefits' Don’t Be Jack™ game is a great way to learn about financial issues that impact Wisconsin public school employees.


Personal finance lessons: 4 insights for new educators

New Wisconsin public school teacher Molly Walsh Anderson shares four lessons that have helped her navigate new financial realities and responsibilities.


You don't need to save a lot to get ahead, but start you must

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Update your retirement goals

If you have an IRA or 403(b)/TSA account with WEA Member Benefits, log in to yourMONEY to use “My Retirement Goals.”


Time is your teen's best friend when it comes to an IRA

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Start your savings plan

Member Benefits shares savings tips during America Saves Week.


Member Benefits’ investment options quick reference

How you decide to invest should be based on what kind of investor you are. Once you know your investor style and understand your risk tolerance, you can make more informed choices about your specific investments. Read on for a quick summary of our investment options.


If you only keep one resolution this year, resolve to save more

It’s never been more important to save for your financial future and it’s never been easier. Open a retirement account with Member Benefits.


Dream snatchers: Part 1

Procrastination. Fees. Emotion. Let them rule your decision making process and you may find them to be your most destructive retirement planning mistakes. The good news is that you actually have control over these dream demons. Here are some ways to stop them in their tracks. (Part 1 of 3)


It's a great time for saving o' the green

St. Patrick's Day is just around the corner. What better time to pad your luck by saving a little more green! Here's a few ideas to help you build up your pot of gold.


What kind of investor are you?

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Four financial goals for fall

How times flies! We’re already well into the new school year. Before the holidays get too close, why not take advantage of the season by taking a peek at your finances. Here are four things you can do to get ahead.


The beauty of budgeting

A budget is a beautiful thing. Really, it is. Having a budget is a key component of any financial plan. But, the pay off and benefits are long lasting.


Ready to talk finances with your sweetie?

If you’re ready to start having a financial conversation with your sweetie, we have a few helpful tips for you.


Free financial tools at your fingertips

Check out our free financial planning resources including financial calculators, a budget sheet, seminars, and consultations.


Know thyself...build a budget [INFOGRAPHIC]

Having a budget is a key component of any financial plan. Learn the basics and use our interactive budget worksheet and free financial calculators to help you get started. [INFOGRAPHIC]


Compounding interest: It’s amazing

Compounding can have a significant impact on your retirement savings. For best results, save early, save regularly, and save more when you can.


The reluctant mentor

"Your Story" from WEA Member Benefits: Members sharing their financial journeys and lessons learned.


Nick’s long drive to retirement

Do you know any 24-year-old who saves for retirement at a rate well above the national average, appears immune to the pressures of a spend-happy society, and still enjoys a fun and fulfilling lifestyle? Meet Nick Havlik.


Gauging retirement readiness

Not everyone can retire early. In fact, most people can’t. Many wonder where they stand and what they can do to salvage their retirement dreams. But, it may not be as bad as you think.


WRS contribution rates down slightly for 2015

The Wisconsin Retirement System (WRS) contribution rate decreased from 14% to 13.8% in 2015. The rate reduction is an opportunity to increase your contributions in other retirement savings accounts, such as an IRA or 403(b).


Calculators

Use our financial calculators to help in your financial decision-making and retirement planning.


Facing the top FIVE most frightening financial fears this Halloween

Let’s face it, we all have fears when it comes to finances.Maybe your heart skips a beat when bills and bank statements arrive. Perhaps you fear your identity will be stolen or you will lose your job. Or it’s facing the looming questions: Have I saved enough? How do I create a budget and make it work? Here are several common fears and how to face them this Halloween...


It’s National Save for Retirement Week!

Here’s some of our best retirement savings advice in a nutshell.


403(b)/IRA Risk Assessment Calculator

Find out what kind of investor you are with WEA Member Benefits' 403(b)/IRA risk assessment calculator.


Wisconsin Retirement System

Calculate your projected Wisconsin Retirement System (WRS) retirement benefits.


Social Security

Estimate your potential benefit amounts using different retirement dates and levels of future earnings.


Retirement Shortfall

This calculator helps you determine your projected shortfall or surplus at retirement.


Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in retirement.


Required Minimum Distribution (RMD)

Use this calculator to determine your Minimum Required Distributions.


Pre-tax 403(b) Savings

Find out how contributions to a pre-tax 403(b) account can grow over the course of your work life to provide you with income in retirement.


Paycheck Comparison

Use this calculator to help you determine the impact of changing your retirement savings payroll deductions.


Early withdrawals from retirement accounts (72(t))

Use this calculator to determine your allowable penalty-free early withdrawals from retirement accounts [72(t)/(q) Distribution].


Cost of procrastinating

This calculator helps show you how much postponing your savings plan can really cost.


Beneficiary Required Minimum Distribution (RMD)

Use this calculator to determine your Minimum Required Distributions (MRD) as a beneficiary of a retirement account.


Ballpark E$timate (choosetosave.org)

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Mortgage Refinance Breakeven

Find out how long will it take to breakeven on a mortgage refinance using this calculator.


Mortgage Qualifier

This calculator steps you through the process of finding out how much you can borrow.


Taxes and Inflations Impact on Savings

Providing home, auto, and additional liability insurance, TSA and IRA retirement investments for Wisconsin public school employees.


Savings Goal

What will it take to help reach your savings goals? This financial calculator helps you find out.


Long-Term Care Insurance

This calculator can help you determine if you are financially prepared for the costs related to long-term care.


Life Insurance

Enter your current assets, expenses, income and let us determine how much life insurance you need.


Increase in savings

This calculator demonstrates how increasing your savings contributions even a little adds up over time.


Impact of withdrawals

This calculator is designed to help you determine how much of your savings remains after a series of withdrawals.



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