Calculate monthly and semi-annual earnings from fixed-interest investments with this customizable ROI calculator. Includes lead capture form, CAPTCHA protection, and branding options.
Read MoreWhat Can This Calculator Do?
- Estimate lifetime income from Social Security, pensions, annuities, and other guaranteed sources
- Input monthly or annual income/expenses and see them auto-converted
- Include part-time work, business income, or investment withdrawals
- Compare guaranteed income against your living expenses to find the coverage gap
- Send detailed results to your email for planning and discussion
What Makes It Stand Out?
- Step-by-step interface across 8 financial categories (household, healthcare, transportation, etc.)
- Dropdown navigation to jump between steps
- Visual summary of income vs expenses in final step
- Lead generation feature via “Email Results to Inbox”
- Perfect for advisors, consultants, or client-facing financial tools
Who Should Use This?
- Individuals planning for retirement income and expenses
- Financial planners and advisors serving retirement-age clients
- Consultants offering retirement readiness workshops or coaching
- Organizations offering pre-retirement financial literacy tools
Technical Features
- Works on WordPress, Wix, Squarespace, and custom websites
- Responsive for desktop, tablet, and mobile
- Email integration for capturing results and leads
- Embed-ready and easily styled to match your brand
- Step-by-step progress tracking with clean UX
