Financial Calculators

Loans & Credit Cards

Loans & Credit Cards

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxes & IRAs

Taxes & IRAs

Tax-Deferred Savings

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

IRA Accumulation

Estimate how much an account could possibly accumulate using the new increased contribution limits.

Saving & Investing

Saving & Investing

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

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

Cash Management

Cash Management

Cash Flow Analysis

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

Lifetime Earnings

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

Retirement & Inflation

Retirement & Inflation

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Working While Collecting Social Security Benefits

What will my net Social Security benefit be?

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