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Financial Calculators
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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.

  • Credit Cards & Debt Management
  • Insurance Calculators
  • Loan Calculators
  • Mortgage Calculators
  • Personal Finance
  • Retirement Savings & Planning
  • Savings Calculators
  • Tax Calculators



    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!



    Loan Calculators

    Debt Consolidation Calculator
    Should you consolidate your debt? Use this calculator to find out.

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



    Mortgage Calculators

    Maximum Mortgage
    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.

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

    Mortgage Payoff
    Save thousands of dollars in interest by increasing your monthly mortgage payment.

    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!



    Retirement Savings and Planning

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

    Retirement Shortfall
    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.

    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.

    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

    Certificate of Deposit Calculator
    Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).

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



    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.