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Free Calculators to Help You
Understand Your Money

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Max My Benefits

401(k) HSA FSA Catch-Up

Calculate exactly how much per paycheck to max out your 401(k), HSA, FSA, and other benefits. Works mid-year with a catch-up plan.

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College Savings Calculator

529 Plans Monthly Savings

See how much you need to save each month to pay for college. The chart shows your money growing over time so you can see if you're on track.

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Mortgage & ARM vs Fixed Rate

ARM vs Fixed Amortization Breakeven

Compare adjustable-rate and fixed-rate mortgages side by side. See monthly payments, total interest, breakeven rates, and full amortization schedules.

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RMD Projection Calculator

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IRA 401(k) Year-by-Year

Calculate your Required Minimum Distributions with IRS-correct formulas. Accounts for SECURE Act rules and projects distributions over your lifetime.

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Social Security Couples Breakeven

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Couples Survivor Benefits Filing Age

Compare Social Security claiming strategies for couples. Explore spousal benefits, survivor benefits, and breakeven analysis across different claiming ages.

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Student Loan Projector

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IDR Plans PSLF MFS vs MFJ

Project your student loan repayment across every plan, including Standard, IBR, PAYE, ICR, PSLF, and more. Compare tax impact, forgiveness, and total cost side by side.

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ACA 2026 Subsidy Cliff Calculator

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Marketplace Subsidies Income Limits

See how the return of the ACA subsidy cliff in 2026 impacts your health insurance premiums. Illustrates your expected subsidies and the income thresholds where they phase out.

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Client-Only Tools

For HealthyFP Clients

These tools are reserved for clients of HealthyFP. If you’re a current client, reach out and we’ll get you set up.

Health Insurance Comparison

Open Enrollment HSA PPO vs HDHP

Put your health plans side-by-side and see which one actually costs less when you add it all up, including copays, deductibles, prescriptions, and even long-term HSA growth.

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Comprehensive Tax Calculator

Income Tax Capital Gains Deductions

Estimate your federal tax liability with detailed bracket analysis including income tax, capital gains, self-employment tax, and available deductions.

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Medicare Eligibility & Cost Calculator

Parts A–D IRMAA Enrollment Dates

Medicare is confusing. This walks you through when to sign up, what it costs, and whether your income means you’ll pay extra. Step by step, no jargon.

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Rental Property Analyzer

Cash Flow Returns 30-Year View

Thinking about buying a rental? Plug in the price, rent, and expenses, and see if the numbers actually work, with charts showing cash flow, returns, and tax benefits over 30 years.

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Pension Payout Analyzer

Lump Sum vs Monthly Survivor Options

Lump sum or monthly payments? Single life or joint? This tool lays out all your pension choices on a color-coded chart so you can see which option pays the most depending on how long you live.

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Curious how all of this fits together?

These calculators show you one piece at a time. If you want someone to look at the whole picture with you, we’d love to help.

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