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Financial Planning Tools

To reach your goals, it helps to have a plan.



Successful financial planning involves mapping a path to your goals and then following it. The personal finance calculators on this page can help you decide what to do financially.

How much do I need to save for retirement?


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How much can I contribute to an IRA?


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How much will it cost to raise a child?


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How much life insurance coverage do I need?


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We're here to help

Citi Personal Wealth Management Financial Advisors are here for you with professional guidance when you want it. We offer a wide range of wealth management services, from online trading to customized financial planning and everything in between.

Complete this form and a Financial Advisor will contact you to discuss your needs and provide ideas to help you reach your goals. If you prefer to call, you can reach us at
1-866-775-0467.

These tools' outputs are based on certain assumptions and information you have provided. Forecasts may not be obtained and objectives may not be achieved. Your Financial Advisor is committed to helping you make the most of our tools.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC · NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK · NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK · SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

© Citigroup Inc. Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Global Markets ("CGMI"), member SIPC. Insurance products are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, NA., CGMI and CLA are affiliated companies under the common control of Citigroup Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup or its affiliates, used and registered throughout the world.