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
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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?
Saving & Investing
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.
Retirement & Inflation
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Working While Collecting Social Security Benefits
What will my net Social Security benefit be?
Cash Management
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Risk Management
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Estate Planning
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.