Play with our FIFTY interactive calculators on many financial topics from buying your first home to retirement!
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.
Mortgage Calculators
Adjustable Rate MortgageThis calculator helps you to determine what your adjustable mortgage payments will be. | ARM vs. Fixed RateUse this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM. | Bi-Weekly PaymentsUsing 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 MortgageUse this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow. |
Mortgage APRUse this calculator to find the APR on your mortgage. | 15 vs. 30 YearUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you. | Early PayoffUse this calculator to determine your monthly payment and amortization schedule. | Mortgage PointsSave thousands of dollars in interest by increasing your monthly mortgage payment. |
Mortgage QualifierCan you buy your dream home? Find out just how much you can afford. | Refinance BreakdownShould you refinance your mortgage? Use this calculator to determine when you will breakeven. | Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage! | Rent vs. BuyAre you better off buying your home, or should you continue to rent? |
Personal Finance
Checkbook BalancerBalance your checkbook with this quick and easy calculator. | Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve! | Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years. | Student BudgetThis calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution. |
Credit Cards & Debt Management
Accelerated Debt PayoffConsolidating 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 PayoffUse 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 DebtUse 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. |
Auto Calculators
Auto LoansFind out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price! | Home Equity vs. Auto LoanUse this calculator to determine if a home equity loan makes sense for your next automobile purchase. | Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator! |
Savings
CD LadderUse this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder. | CDUse this calculator to find out how much interest you can earn on a Certificate of Deposit (CD). | College SavingsUse this calculator to help develop or fine tune your education savings plan. | Compare Savings RatesEven 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! |
Cool MillionFind out when your savings plan may make you a millionaire! | Savings GrowthFind out how consistent investments over a number of years can be an effective strategy to accumulate wealth. | Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out. | Savings, Taxes, And InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind. |
Retirement Savings & Planning
401(k) SavingsA 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 PlannerA 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 ShortfallRunning 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 IRAUse this calculator to compare the Roth IRA to an ordinary taxable investment. |
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth. | Roth vs. TraditionalUse this calculator to determine which IRA may be right for you. | Social Security BenefitsUse this calculator to estimate your Social Security benefits. | Traditional IRAHow can contributing to a regular IRA help you in your retirement? |
Investment & Tax Calculators
Asset AllocatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. | Investment ReturnsThere 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. | 1040 Tax EstimateHow much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April. | Estate Tax PlanningKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability. |
Insurance Calculators
Fixed AnnuityA 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. | HSA SavingsUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time. | Life InsuranceHow much life insurance do you really need? Find out here! |
