Calculation Tools

Market Data

Loans

  • 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!

  • Auto Rebate vs. Low Interest Financing

    Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

  • Mortgage Loan Calculator

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

  • Refinance Breakeven

    Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

  • Refinance Breakeven

    Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

  • Equipment Buy vs. Lease

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

  • Existing Loan Calculator

    Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.

  • Lease vs. Buy

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

  • Investment Loan

    This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return.

Taxes

  • 1040 Tax Calculator

    How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

  • 72T Calculator

    The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund

  • Estate Tax Planning

    Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

Savings

  • 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.

  • Savings

    What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results.

  • 401(k) Savings Calculator

    A 401(k) plan 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.

  • 403(b) Savings Calculator

    If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

  • 457 Savings Calculator

    A 457 plan 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.

  • 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.

  • Lunch Savings Calculator

    Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.

  • Rolldown your Credit Card debt!

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

  • Student Budget Calculator

    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

  • Life Expectancy Calculator

    This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

  • Beneficiary Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

  • Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

  • Roth IRA Calculator

    Use this calculator to compare the Roth IRA to an ordinary taxable investment.

  • Roth vs. Traditional IRA

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

  • Roth IRA Conversion

    Use this calculator to see the effect of converting your traditional IRA

  • Social Security Benefits

    Use this calculator to estimate your Social Security benefits.

  • Retirement Shortfall

    One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.

  • Retirement Planner

    Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.