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.

Roll-Down Your Credit Card Debt!

The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.

Insurance Calculators

Life Insurance Calculator

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


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!

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

Bi-weekly Payment Calculator

Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Maximum Mortgage

Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.

Mortgage APR Calculator

Use this calculator to find the APR on your mortgage.

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.


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

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.

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 vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

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).

Compare Savings Rates

Even 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!

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.

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.

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