Financial Calculators

  • Cash Management

    Cash Management

    Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

    Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

    Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Estate Planning

    Estate Planning

    Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Saving & Investing

    Saving & Investing

    College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

    Savings Accumulation

    Estimate the future value of your current savings.

    Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Taxes & IRAs

    Taxes & IRAs

    Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

    Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

    IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

    Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.