Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs, and fully customizable reports are just a few of the features that make our calculators stand out!
Mortgage Calculators | |
| Mortgage Loan Calculator | Use this calculator to determine your monthly payment and amortization schedule. |
Loan Calculators | |
| Amortizing 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! |
| Home Equity Line of Credit Calculator | How big of a home equity line of credit can you receive? Use this calculator to find out! |
| Loan Comparison Calculator | Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options. |
Credit Cards and Debt Management | |
| Student Loan Consolidation and Debt Payoff | The Student Loan Consolidation and Debt Payoff Calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to payoff your other outstanding debt. |
Auto Calculators | |
| Car Loan Calculator | Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
Investment Calculators | |
| Asset Allocation Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. |
| Investment Distributions | This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out. |
| Investment Goal | Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short. |
| Investment Returns | 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. |
| Municipal Bond Tax Equivalent Yield | Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond. |
| Personal Economic Recovery Calculator | This calculator can help you determine exactly what it might take to return your to your original investment balance. |
| Taxable vs. Tax Advantaged Investments | This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
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 cannot afford to pass up. |
| 401(k) Spend It or Save It Calculator | There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| 403(b) Savings Calculator | If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. |
| Company Stock Distribution Analysis Calculator | If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment. |
| How Important is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements. |
| Retirement Contribution Effects on Your Paycheck | Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. |
| Retirement Income | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Nestegg Calculator | Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be. |
| Retirement Plan Withdrawal | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| 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 401(k) | Use this calculator to help determine if a Roth or 401(k) might be best for you. |
| Roth vs. Traditional IRA | Use this calculator to determine which IRA may be right for you. |
| Social Security Benefits | Use this calculator to estimate your Social Security benefits. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |
Tax Calculators | |
| Estate Tax Planning | 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. |
| Marginal Tax Rate Calculator | Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
| Self-Employment Tax Calculator | If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2012. |
Savings Calculators | |
| Benefit of Spending Less | Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth. |
| Certificate of Deposit Calculator | Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD). |
| College Savings | Use this calculator to help develop or fine tune your education savings plan. |
| Compound Interest and Your Return | This calculator demonstrates how compounding can affect your savings. |
| Don't Delay Your Savings! | Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
| Emergency Savings Calculator | This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal. |
| Savings Calculator | Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth. |
| Savings, Taxes, and Inflation | Use this calculator to determine how much your savings will be worth with these two important variables in mind. |
Personal Finance | |
| Credit Assessment | How is your credit? Use this calculator for a quick assessment! |
| Home Budget Analysis | Analyze your budget, see where your money goes and find out where you can improve! |
| Net Worth | This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years. |
| Should my spouse work? | This calculator is designed to help you see the financial impact of having either one or two incomes for your household. |
| 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. |
Insurance Calculators | |
| Comprehensive Life Insurance Analysis | How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out. |
| Disability Insurance | Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury. |
| Life Insurance Calculator | Find out how much life insurance you really need! |
| Long Term Care Calculator | Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense. |