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!

Home Equity vs. Auto loan

Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.


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!

Credit Line

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

Debt Consolidation Calculator

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

Loan Comparison Calculator

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


Mortgage Calculators

Adjustable Rate Mortgage Calculator

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

ARM vs. Fixed Rate Mortgage

Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Maximum Mortgage

Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.

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.

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!

Net Worth

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


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.

Roth IRA Calculator

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.

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

Certificate of Deposit Calculator

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

Savings Calculator

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

Savings Goals

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