Personal Financial Index® (PFI) is a comprehensive financial benchmark for individuals and families.

Silverwealth Personal Financial Index®

Personal Financial Index® (PFI) is a comprehensive financial benchmark for individuals and families that takes a 3600 view of your finances and allows you to measure and monitor your financial health via your personalized PFI score (similar to a credit score).

The difference in income benefits from filing time and options can range from tens of thousands to hundreds of thousands of dollars over your lifetime.

Silverwealth Social Security Maximizer™

The Social Security Maximizer™ handles all possible personal situations to automatically maximize your lifetime Social Security benefits.

FINRA Retirement Tools & Planning Calculators

Retirement Calculator
Estimate how much to save each year to accumulate enough money for your projected retirement.

RMD Calculator
Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

401(k) Save the Max Calculator
Determine if you are on track to save the maximum in your 401(k).

Savings Calculator
See how a consistent approach to investing can make your money grow.

Education Savings Calculator
Determine the amount you must invest each year to have enough money to cover all college costs.

Loan Calculator
Determine the monthly payment for a fixed-rate loan.

Accrued Interest Calculator
Find out how much interest is owed on a given bond


Blackrock Tools

LifePath® Spending Tool
Estimate how much you can spend each year without running out of money

LifePath Portfolio Tool
Find the LifePath portfolio that corresponds with your expected retirement date.

College Savings Estimator
Determine approximately how much money you need to save to pay for college.

529 Plan Comparison Tool
Compare and contrast different advisor-sold 529 college savings plans.


Dinkytown Financial Calculators
Over 400 easy-to-use financial calculators.