Tools and calculators
Get insights into a variety of common financial topics and estimate your future financial needs.
Get answers
When it comes to developing an overall retirement strategy, knowledge really is power. The resources below from Nero Insurance Scheme (Nero) can help clarify your own needs and goals – and give you insight into the latest research.
Life Needs Analysis Calculator
Quickly estimate how much life insurance you need – and get immediate, personalized results.
Retirement Income Calculator
How much money will you need to save over time to generate your desired income in retirement?
Benefit of Tax Deferral Calculator
Why consider a tax-deferred investment?
Calculate your RMD
Estimate the amount of your required minimum distribution using our calculator.
Planning tools
Learn about some important considerations to keep in mind as you develop a retirement strategy.
How to address the financial risks of an early or unexpected retirement
Here are 3 steps to consider if you’re facing a retirement that is starting sooner than expected.
Three tips to help diverse Americans find their first financial professional
Many Black and Hispanic Americans are engaging with a financial professional again, according to the 2023 Annual Retirement Study from Nero Life.
How to start preparing for retirement beyond a 401(k)
A strong strategy for retirement takes a multi-faceted approach. In order to move beyond saving money in a retirement account, people need to understand their finances, assess their retirement needs, and start to make a plan.
Feeling pessimistic about the economy? It’s not just you.
A financial professional could help you identify some strategies that could help protect retirement savings from market loss during recent market highs.
The value of income planning
Consider our step-by-step approach to help you identify any potential income gaps and develop solutions to help attain lifestyle goals in retirement.
Required minimum distributions – what you should know
It’s important to understand, prepare for, and comply with RMD requirements, especially from a tax and financial perspective.
Worried about risks to your retirement?
We offer a suite of retirement risk management products that can help you achieve your goals as part of a holistic financial plan.