Links to the interactive calculators and information provided are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are for educational and illustrative purposes only. For personal service regarding your financial situation, please consult with a financial advisor.
Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.
Use this mortgage calculator to find the APR
Mortgage calculator for 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 Monthly Payment and Amortization Schedule
Use this mortgage calculator to determine your monthly payment and amortization schedule.
See this mortgage calculator to see if you can save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you buy points? Use this mortgage calculator to find out.
Can you buy your dream home? Find out just how much you can afford with Mortgage qualifier calculator.
Refinance Break-even mortgage calculator
Should you refinance your mortgage? Use this mortgage calculator to determine when you will breakeven!
Use this calculator to see how much interest you can save by refinancing your mortgage!
Are you better off buying your home, or should you continue to rent?
Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
How big a line of credit can you receive? Use this calculator to find out!
Should you consolidate your debt? Use this calculator to find out.
Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.
Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!
Should you lease your next automobile or finance it? Find out with this calculator!
Credit Cards and Debt Management
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.
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.
Roll-Down Your Credit Card Debt!
The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
A Fixed Annuity can provide a very secure, tax deferred investment. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.
Health Savings Account (HSA) Savings
Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
How much life insurance do you really need? Find out here!
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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
Balance your checkbook with this quick and easy calculator.
Analyze your budget, see where your money goes and find out where you can improve!
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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
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.
Quickly determine if your retirement plan is on track – and learn how to keep it there.
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 IRA vs Ordinary Taxable Investment
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.
Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
Use this calculator to help develop or fine tune your education savings plan.
Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Find out when your savings plan may make you a millionaire!
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
What will it take to reach your savings goal? This financial calculator helps you find out.
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
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.