Loans & Credit Cards
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
Federal Tax Savings
How much could you save on taxes over the next six years as a result of the lowered federal income tax rates?
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.
Risk Management
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Disability Income Insurance
How much Disability Income Insurance do you need?
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.
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.
Retirement & Inflation
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.