Calculators
Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Auto Calculator
Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!
Credit Cards and Debt Management
Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Roll-Down Your Credit Card Debt!
The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
Insurance Calculators
A Fixed Annuity can provide a very secure, tax deferred investment. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.
Health Savings Account (HSA) Savings Calculator
Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
How much life insurance do you really need? Find out here!
Investment Calculators
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Loan Calculator
Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Mortgage Calculators
Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.
Mortgage comparison: 15 years vs. 30 years
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Can you buy your dream home? Find out just how much you can afford!
Use this calculator to see how much interest you can save by refinancing your mortgage!
Personal Finance
Balance your checkbook with this quick and easy calculator.
Analyze your budget, see where your money goes and find out where you can improve!
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
Retirement Savings and Planning
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
Quickly determine if your retirement plan is on track – and learn how to keep it there.
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Savings Calculators
Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
Use this calculator to help develop or fine tune your education savings plan.
Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Find out when your savings plan may make you a millionaire!
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
What will it take to reach your savings goal? This financial calculator helps you find out.
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Tax Calculators
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
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