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 Loans

Auto Affordability – How much automobile you can afford based on monthly payment or loan payment based on purchase price.

Home Equity vs. Auto Loan – Determine if a home equity loan makes sense for your next auto purchase.

Lease vs. Buy – Should you lease your next auto or finance it?

Credit Cards and Debt Management

Accelerated Debt Payoff – Learn how to accelerate your debt payoff.

Credit Card Pay Off – Determine what it will take to pay off your credit card balance and what to change to meet your repayment goals.

Roll-Down Your Credit Card Debt – Apply two simple principles to paying off your credit card debt.


Fixed Annuity Calculator –  Determine how a fixed annuity might fit into your retirement plan.

Health Savings Account (HSA) Savings Calculator – Figure out how much your HSA will be worth over time.

Life Insurance Calculator – Determine how much life insurance you need.


Asset Allocator – Calculate a desirable mix of stocks, bonds and cash based on your age, risk tolerance and other factors.

Investment Returns – Use this calculator to see how inflation, taxes and your time horizon can impact your bottom line.

Personal Loans

Amortizing Loan Calculator – Enter desired payment amount or loan amount to determine the opposite figure.

Credit Line – Determine the amount of your available credit line.

Debt Consolidation Calculator – Use this calculator to determine savings for consolidating debt.

Loan Comparison Calculator – Compare the monthly payments, fees and other costs associated with different loan types.


Mortgage Qualifier – Find out how much home you can afford.

Mortgage Loan Calculator – Determine your monthly payment and amortization schedule.

ARM vs. Fixed Rate Mortgage – Compare a fixed rate mortgage option to two types of ARMs – a fully-amortizing ARM and an interest-only ARM.

Bi-weekly Payment Calculator – See how you can accelerate your mortgage payoff and save thousands in interest by comparing a monthly payment schedule to an accelerated bi-weekly payment.

Maximum Mortgage – Determine your maximum mortgage and how different interest rates affect your how much you can borrow.

15 vs. 30 Year Mortgage Comparison – Compare term, interest rate, repayment amount and monthly payment.

Mortgage Payoff – See how you can save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points Calculator – Determine if buying points is beneficial to your mortgage.

Refinance Breakeven – Determine your breakeven point if you’re contemplating refinance.

Refinance Interest Savings – See how much interest you can save by refinancing your mortgage.

Rent vs. Buy – Determine if you can afford to buy a home or if you should continue to rent.

Personal Finance

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

Net Worth – Determine your net worth and estimate how your net worth could change over the next ten years.

Student Budget – Understand student expenses and income while attending college.

Retirement Savings and Planning

401(k) Savings Calculator – Use this calculator to see why a 401(k) is a retirement savings plan you can’t afford to pass up.

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

Retirement Shortfall – Find a potential shortfall in your current retirement savings plan.

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

Traditional IRA Calculator – See how contributing to a regular IRA can help you in your retirement.

Roth IRA Calculator – Compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion – See the advantage, if any, of converting your IRA to a Roth.

Social Security Benefits – Estimate your Social Security benefits.


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

Savings Goals – Use this tool to see what it will take to reach your savings goal.

Cool Million – Find out when your savings plan may make you a millionaire.

Compare Savings Rates – See how different savings products and rates can impact your savings strategy.

Certificate (CD) Ladder – Examine the benefits of investing in a series of CDs with different maturities.

Certificate of Deposit Calculator – Calculate interest you can earn on a CD.

College Savings – Develop or fine tune your education savings plan.

Savings, Taxes, and Inflation – Determine how much your savings will be worth with these two important variables in mind.


1040 Tax Calculator – Help determine your tax bill for next April.

Estate Tax Planning – Estimate your estate tax liability.



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