Calculators

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot 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.

1040 Tax

Based on your projected tax withholding for the year, we can estimate your tax refund or amount you may owe the IRS next April.

1040EX Tax Form

Many people can use the 1040EZ tax form instead of the more complicated 1040 to calculate their taxes.

401(k) Retirement

Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

Adjustable Rate Mortgage

This calculator helps you to determine what your adjustable mortgage payments will be.

Amortizing Loan

Let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Certificate of Deposit

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

Checkbook Balancer

Balance your checkbook with this quick and easy calculator.

College Savings

Use this calculator to help develop or fine tune your education savings plan.

Compound Savings

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

Credit Assessment

How is your credit? Use this calculator for a quick assessment!

Debt Consolidation

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

Home Budget Analysis

Analyze your budget, see where your money goes and find out where you can improve!

Home Equity

How big of a home equity line of credit can you receive? Use this calculator to find out!

Loan & Credit Line

This calculator helps determine your loan or credit line payment.

Loan Comparison

Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.

Marginal Tax Rate

This calculator sorts through the tax brackets and filing options to calculate your true tax liability.

Mortgage

Use this calculator to determine your monthly mortgage payment and amortization schedule.

Mortgage Payoff

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

Mortgage Refinance

Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.

Net Worth

This calculator helps you determine your net worth and estimates how your net worth could grow (or shrink) the next ten years.

Retirement Planner

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

Roth IRA

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.

Savings Goal

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

Traditional IRA

How can contributing to a regular IRA help you in your retirement?