Financial 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 Calculators

Auto Loans
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

Accelerated Debt Payoff
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.

Credit Card Pay Off
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

Fixed Annuity Calculator
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.

Life Insurance Calculator
How much life insurance do you really need? Find out here!


Mortgage Calculators

Adjustable Rate Mortgage Calculator
This calculator helps you to determine what your adjustable mortgage payments will be.

ARM vs. Fixed Rate Mortgage
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Bi-weekly Payment Calculator
Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.

Rent vs. Buy
Are you better off buying your home, or should you continue to rent?


Personal Finance

Checkbook Balancer
Balance your checkbook with this quick and easy calculator.

Home Budget Analysis
Analyze your budget, see where your money goes and find out where you can improve!

Student Budget
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

401(k) Savings Calculator
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.

Retirement Planner
Quickly determine if your retirement plan is on track – and learn how to keep it there.

Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.

Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?


Savings Calculators

CD Ladder Calculator
Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.

Savings Calculator
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out.

Savings, Taxes, and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.


Tax Calculators

1040 Tax Calculator
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.


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