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Retirement Savings and Planning
401(k) CalculatorA 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 cannot afford to pass up.
Retirement Planner CalculatorQuickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall CalculatorRunning 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.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion CalculatorThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRA CalculatorUse this calculator to determine which IRA may be right for you.
Social Security Benefit CalculatorUse this calculator to estimate your Social Security benefits.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?
Mortgage Calculators
15 vs. 30-Year MortgageUse this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you.
Adjustable Rate Mortgage CalculatorThis calculator helps you to determine what your adjustable mortgage payments will be.
APR Mortgage calculatorUse this calculator to find the APR on your mortgage.
ARM & Interest Only ARM vs. Fixed Rate MortgageUse this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.
Biweekly Mortgage CalculatorUsing biweekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this biweekly mortgage calculator to compare a typical monthly payment schedule to an accelerated biweekly payment.
Home Rent vs. Buy CalculatorAre you better off buying your home, or should you continue to rent?
Maximum Mortgage CalculatorUse this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.
Mortgage CalculatorUse this calculator to determine your monthly mortgage payment and amortization schedule.
Mortgage Calculator with PMIUse this calculator to determine your total monthly mortgage payment including and estimated amount for Private Mortgage Insurance (PMI).
Mortgage Payoff CalculatorSave thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Points CalculatorShould you buy points? Use this calculator to find out.
Mortgage Qualifier CalculatorCan you buy your dream home? Find out just how much you can afford!
Mortgage Refinance CalculatorShould you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.
Should I Refinance CalculatorUse this calculator to see how much interest you can save by refinancing your mortgage!
Loan Calculators
Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Home Equity Line of Credit CalculatorHow big of a home equity line of credit can you receive? Use this calculator to find out!
Loan Comparison CalculatorUse this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Credit Cards and Debt Management
Accelerated Debt Payoff CalculatorConsolidating 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 CalculatorUse 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.
Debt Consolidation CalculatorShould you consolidate your debt? Use this calculator to find out.
Roll-Down Your Credit Card Debt Calculator!The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
Auto Calculators
Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Home Equity Loan vs. Auto loan CalculatorUse this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. Buy CalculatorShould you lease your next automobile or finance it? Find out with this calculator!
Investment Calculators
Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Investment ReturnsThere 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.
Tax Calculators
1040 Tax CalculatorUse this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules.
Estate Tax Planning CalculatorKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Savings Calculators
CD Ladder CalculatorUse 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 CalculatorUse this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
College Savings CalculatorUse this calculator to help develop or fine tune your education savings plan.
Compare Savings Rates CalculatorEven 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!
Compound Savings CalculatorFind out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Cool Million CalculatorFind out when your savings plan may make you a millionaire!
Savings Goal CalculatorWhat will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes, and Inflation CalculatorUse this calculator to determine how much your savings will be worth with these two important variables in mind.
Personal Finance
Checkbook BalancerBalance your checkbook with this quick and easy calculator.
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Net Worth CalculatorThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Student BudgetThis calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
Insurance Calculators
Fixed Annuity CalculatorA fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
Health Savings Account (HSA) Savings CalculatorUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Life Insurance CalculatorFind out how much life insurance you really need!
Business Calculators
Commercial Loan CalculatorUse this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
Financial Ratios CalculatorThis calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Working Capital Needs CalculatorWorking capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot 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.


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