Financial Calculators

Mortgage Calculators
Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage!
Loan Calculators
Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Enhanced Loan CalculatorUse the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Credit Cards and 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.
Investment Calculators
Asset Allocation CalculatorYour 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.
Retirement Savings and Planning
Retirement IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Tax Calculators
1040 Tax CalculatorEnter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Marginal Tax Rate CalculatorUse this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Savings Calculators
College SavingsUse this calculator to help develop or fine tune your education savings plan.
Compounding and Your ReturnThis calculator demonstrates how compounding can affect your savings.
Savings, Taxes, and InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind.
Personal Finance
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.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment 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.