• Asset Allocation Calculator

    The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.

  • Investment Returns

    Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. This calculator helps you sort through these factors and determine your bottom line.

  • Taxable vs. Tax Deferred vs. Tax Free Investments

    How taxes are applied to an investment can make an incredible difference. This calculator is designed to help compare a normal taxable investment to two common tax advantaged situations: an investment where taxes are deferred until withdrawals are made, and an investment where taxes are paid on money that goes into the account, but all withdrawals are tax free.

  • Inflation: Historic Impact on Investments

    Inflation reduces your the purchasing power of your money. High inflation, such as what happened in the late 70's and early 80's in the United States can devastate the value of your savings. Even moderate inflation over time can significantly impact your real purchasing power. Use this calculator to see how inflation has changed the value of the U.S. dollar, and what return you would have needed just to keep up.

  • Annual Rate of Return Calculator

    Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

  • Fixed Annuity Calculator

    A Fixed Annuity can provide a very secure, tax-deferred investment. It can provide a guaranteed minimum interest rate, with no taxes due on any earnings until they are withdrawn from the account. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.

  • Immediate Annuity Calculator

    An immediate annuity is a product sold by insurance companies that is designed to provide you with an income stream for life. The income, by definition, is designed to start immediately, although some immediate annuities allow you to defer payments for up to one year. It is very important to remember that once you set up an immediate annuity, you no longer control the money you put in it. Likewise, while the income stream is guaranteed for your lifetime, an untimely death will not result in any money being returned to your estate. This calculator is designed to help you estimate your monthly payments from an immediate annuity.

  • Life Insurance Calculator

    How much life insurance do you need? Enter your current assets, expense and income. You can also adjust the inflation rate and your expected rate of return to see how these variables can impact your insurance needs.

  • College Savings

    Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan.

Navy Federal Financial Group

877-221-8108 -
820 Follin Lane SE, Vienna, VA 22180

Nondeposit investment and insurance products offered through Navy Federal Financial Group, LLC, (NFFG) an insurance agency and wholly owned subsidiary of Navy Federal Credit Union, Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Office of Supervisory Jurisdiction, 820 Follin Lane SE, Vienna, VA 22180; phone 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies.

Image used for representational purposes only; does not imply government endorsement" (per 32 CFR 705.13).

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