Calculators
Tools to help you budget.
Whether you’re planning a mortgage or calculating loan payments, these tools help you make informed decisions so you can plan for your future in real time.
Calculators
We’ll help you make better money decisions.
Determine how much vehicle you can afford, buying versus leasing and more.
Should I Lease or Purchase An Auto?
What Would My Auto Payments Be?
Auto Purchase: Loan Versus 0% Dealer Financing?
Compare credit cards, calculator your payoff, explore debt consolidation and more.
What Would My Loan Payments Be?
How Long Will It Take To Pay Off My Credit Card?
How Long Until My Loan Is Paid Off?
What Is The Balance On My Loan?
Should I Consolidate My Personal Debt Into A New Loan?
Which Is Better: Cash Up Front Or Payments Over Time?
What Is The Impact Of Making Extra Payments On My Debt?
Should I Pay Off Debt or Invest?
Determine college savings amounts and the true value of higher education.
How Much Should I Be Saving For College?
Will I Be Able To Pay Back My Student Loans?
What Are The Advantages Of A Coverdell ESA?
What Are The Advantages Of A 529 College Savings Plan?
What Is The Value Of A College Education?
Calculate how much insurance you need to take care of your family.
How Much Life Insurance Do I Need?
What Are My Needs For Burial And Final Expenses?
How Much Disability Income Do I Need?
What Are My Chances of Becoming Disabled?
What Are My Long-Term Care Needs?
How Much Will I Earn In My Lifetime?
What Are The Tax Advantages Of An Annuity?
How Long Will My Current Life Insurance Proceeds Last?
Determine how tax planning will affect your financial outlook.
What Is My Potential Estate Tax Liability?
Should I Adjust My Payroll Withholdings?
Will My Investment Interest Be Deductible?
How Much Self-Employment Tax Will I Pay?
Capital Gains (Losses) Tax Estimator
Compare Taxable Tax-Deferred And Tax-Free Investment Growth
How Much Of My Social Security Benefit May Be Taxed?
What Are The Tax Implications Of Paying Interest?
Calculate how investments will grow over time.
How Should I Allocate My Assets?
Compare Taxable Versus Tax-Free Investment Return
What Is The Return On My Real Estate Investment?
What Is The Value Of Compound Interest?
What Is The Value Of A Call Or Put Option?
Taxable vs. Tax-Deferred Savings?
What Is The Long-Term Impact Of Increased Investment Return?
Certificate Of Deposit (CD) Analyzer
What Is The Dividend Yield On A Stock?
How Do Expenses Impact Mutual Fund Returns?
Compare payment amounts, mortgage types, rates, terms, and more.
How much can I borrow from my home equity (HELOC)?
Should I Refinance My Mortgage?
Comparing Mortgage Terms (i.e. 15 20 30 year)
Should I Pay Discount Points For A Lower Interest Rate?
Should I Convert to a Bi-Weekly Payment Schedule?
Compare A ‘No-Cost’ Versus Traditional Mortgage
What Are The Tax Savings Generated By My Mortgage?
Adjustable Rate Mortgage Calculator
See if your current saving is on track with your long-term goals.
Income Generated By A Savings Plan
How Long Will It Take To Double My Savings?
How Long Until My Savings Reach My Goal?
How Much Should I Save to Reach My Goal?
What Could My Current Savings Grow To?
Calculate cash flow to ensure you have enough income to support your lifestyle.
How Does Inflation Impact My Standard Of Living?
How Much Do I Need For Emergencies?
Should I Pay Down Debt Or Invest My Monthly Surplus?
How Long Will My Money Last With Systematic Withdrawals?
Should My Spouse Enter The Work Force?
What Is My Projected Net Worth?
What Is My Projected Cash Flow?
What Is The Value Of Reducing Postponing or Foregoing Expenses?
Determine how to best take advantage of your employer’s benefits offerings.
How Much Will My Company Bonus Net After Taxes?
How Will Payroll Adjustments Affect My Take-Home Pay?
Convert My Salary To An Equivalent Hourly Wage
Convert My Hourly Wage To An Equivalent Annual Salary
What Is The Future Value Of My Employee Stock Options?
Should I Exercise My ‘In-The-Money’ Stock Options?
What Is The Impact Of Increasing My 401(k) Contribution?
Find out if you’re saving enough to support your desired retirement lifestyle.
How Will Retirement Impact My Living Expenses?
How Much Will I Need To Save For Retirement?
Are My Current Retirement Savings Sufficient?
Social Security Retirement Income Estimator
How Does Inflation Impact My Retirement Income Needs?
I’m Retired How Long Will My Savings Last?
When Should I Begin Saving For Retirement?
Should I Convert Discretionary Expenses To Savings?
Realize the potential of taking advantage of 401(k) and other such plans.
Evaluate My Company Pension Payout Options
How Much Can I Contribute To An IRA?
How Much Retirement Income May My IRA Provide?
Should I Convert To A Roth IRA?
What Will My Qualified Plan(s) Be Worth At Retirement?
What Is My Current Year Required Minimum Distribution?
What Is My Projected Required Minimum Distribution?
What Are My Lump Sum Distribution Options?
How Do I Maximize My Employer 401(k) Match?
What Is The Impact Of Borrowing From My 401(k) Plan?
What Is The Impact Of Early Withdrawal From My 401(k)?
Self-Employed Retirement Plan Maximum Contribution Calculator
Have questions?
We’re here for you.