Financial 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!

Lease vs. Buy

Should you lease your next automobile or finance it? Find out with this calculator!


Credit Cards and Debt Management

Accelerated Debt Payoff

Consolidating 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 Pay Off

Use 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.


Insurance Calculators

Health Savings Account (HSA) Savings Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.

Life Insurance Calculator

How much life insurance do you really need? Find out here!


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

Bi-weekly Payment Calculator

Using 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.

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.

Mortgage Payoff

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

Mortgage Qualifier

Can you buy your dream home? Find out just how much you can afford!

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!

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

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 vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Traditional IRA Calculator

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


Savings Calculators

College Savings

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

Cool Million

Find out when your savings plan may make you a millionaire!

Savings Calculator

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

Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.