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.


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.

Life Insurance Calculator

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


Investment Calculators

Asset Allocator

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

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.


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!

Loan Comparison Calculator

Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.


Mortgage Calculators

Adjustable Rate Mortgage Calculator

This calculator helps you to determine what your adjustable mortgage payments will be.

Mortgage Qualifier

Can you buy your dream home? Find out just how much you can afford!


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.

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?


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.

College Savings

Use this calculator to help develop or fine tune your education savings plan.

Cool Million

Find out when your savings plan may make you a millionaire!

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.


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.

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.