Planning Tools & Calculators

Find useful tools and resources for tracking your savings progress, estimating your coverage needs, and taking control of your financial future.
Retirement Wellness Planner
Quickly see whether you’re on track with your retirement goals, and see which small changes could add up to a potentially big impact.
Log in to see your personalized Retirement Wellness Score based on your current retirement savings with services by Principal®.
Don’t have an account with us? Visit our public Retirement Wellness Planner.
Life Insurance Calculator
See how much coverage you may need, get a quick quote for term or permanent insurance, and find contact details.
Use the life insurance calculator
Learn more about life insurance
Income Protection Calculator
Find out how much coverage you may need—and what it could cost—to insure your income if you’re ever too sick or hurt to work.