Free Financial Calculators

Shawn Plummer

CEO, The Annuity Expert

Free Financial Calculators

Use The Annuity Expert’s complimentary financial calculators to guide your financial choices based on your unique situation and needs.

Savings and Investing Calculators

  • APY Calculator: Calculate the actual interest earned on an investment over a year, factoring in compounding interest.
  • CD Calculator: Determine the future value of a Certificate of Deposit (CD) based on the interest rate and term.
  • Simple Interest Calculator: Quickly calculate the interest you will earn or pay on a loan or deposit over a simple interest rate.
  • Compound Interest Calculator: Find out how compound interest will affect your savings over time, showing the power of reinvestment.
  • College Savings Calculator: Plan for future college costs by estimating savings growth and necessary contributions.
  • Investment Calculator: Calculate Your ROI: Analyze the return on investment (ROI) for different scenarios to guide your investment decisions.
  • CD Laddering Calculator: Strategize your investments with a CD ladder to benefit from higher interest rates over time without locking up funds long-term.
  • Savings Withdrawal Calculator: Determine how much of your savings remains after a series of withdrawals.
  • Savings Goal Calculator: Use our online savings goal calculator to determine how much you need to save to reach your goals.

Saving for Retirement Calculators

Retirement Income Calculators

Insurance Calculators

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Shawn Plummer

CEO, The Annuity Expert

Shawn Plummer is a licensed financial professional, insurance agent, and annuity broker with over 14 years of first-hand experience with annuities and insurance. Since beginning his journey in 2009, he has been pivotal in selling and educating about annuities and insurance products. Still, he has also played an instrumental role in training financial advisors for a prestigious Fortune Global 500 insurance company, Allianz. His insights and expertise have made him a sought-after voice in the industry, leading to features in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, The Simple Dollar, U.S. News and World Report, Women’s Health Magazine, and many more. Shawn’s driving ambition? To simplify retirement planning, he ensures his clients understand their choices and secure the best insurance coverage at unbeatable rates.

The Annuity Expert is an independent online insurance agency servicing consumers across the United States. The goal is to help you take the guesswork out of retirement planning and find the best insurance coverage at the cheapest rates

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