Home > Financial Planning Tools > Protect Your Family
Financial Planning Tools
Successful planning involves mapping a path to your goals and then following it. The personal finance tools on this page can help you decide what to do financially.
Prepare for the Unexpected
Protect Your Family
If the calculator does not load properly click here.
More Financial Planning Tools
Emergency Fund |
Healthcare |
Long-Term Care |
Long-Term Care Analysis |
Protected Income |
Emergency Fund |
Healthcare |
Long-Term Care |
Long-Term Care Analysis |
Protected Income |
Make Major Purchases
Purchase Goal |
Experience Goal |
Pay Off Credit Cards |
Pay Off Student Loans |
Purchase Goal |
Experience Goal |
Pay Off Credit Cards |
Pay Off Student Loans |
Plan For Retirement
Retirement |
Social Security |
Inflation |
Retirement Fund |
Retirement |
Social Security |
Inflation |
Retirement Fund |
Boost Your Financial Literacy
Go to Citi
Market and Planning Insights
We're Here to Help
We're here for you with professional guidance whenever you want it. We offer a wide range of wealth management services, from online trading to customized financial planning and everything in between.
If you prefer to call, you can reach us at
Connect with a Financial Advisor
Let us help you achieve your financial goals.
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 • MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED
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.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated under the common control of Citigroup Inc.
©2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.