CERTIFIED FINANCIAL PLANNER™
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?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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?
How much would your monthly lease payment be?
How much can you afford to pay for a car?
How much could you save on taxes over the next six years as a result of the lowered federal income tax rates?
Compare the potential future value of tax-deferred investments to that of taxable investments.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much Disability Income Insurance do you need?
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.
Take this quick quiz to find out your Financial IQ
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.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?