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 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.

 

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!


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!


Mortgage Calculators

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.


Personal Finance

Checkbook Balancer

Balance your checkbook with this quick and easy calculator.


Retirement Savings and Planning

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.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

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.


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