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!


Health Savings Account (HSA) Savings Calculator


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

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.

Rent vs. Buy

Are you better off buying your home, or should you continue to rent?


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!

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.

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.

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

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.

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.

Savings Calculator

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.


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.


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