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

Roll-Down Your Credit Card Debt!

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


Investment Calculators

Investment Returns

There 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.


Mortgage Calculators

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.

Refinance Interest Savings

Use this calculator to see how much interest you can save by refinancing your mortgage!


Personal Finance

Home Budget Analysis

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

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.


Savings Calculators

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 Goals

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


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