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.
How much will it cost to pay off a loan over its lifetime?
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much an account could possibly accumulate using the new increased contribution limits.
This calculator is designed to help you clarify your comfort level with investment risk.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
What will my net Social Security benefit be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much will it cost to pay off a loan over its lifetime?
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much an account could possibly accumulate using the new increased contribution limits.
This calculator is designed to help you clarify your comfort level with investment risk.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
What will my net Social Security benefit be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.