Financial Calculators
Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.
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
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
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 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
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?