Financial Planning Tools for Your Success

Financial Calculators, Planning Resources, and More.

Calculators

Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

 

Mortgage Calculators


Loan Calculators

  • Amortizing Loan Calculator
    Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
  • Credit Line
    How big a line of credit can you receive? Use this calculator to find out!
  • Debt Consolidation Calculator
    Should you consolidate your debt? Use this calculator to find out.
  • Loan Comparison Calculator
    Use this calculator to sort through the monthly payments, fees, and other costs associated with comparing loan options.

Retirement Savings and Planning

  • 401(k) Savings Calculator
    A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
  • Retirement Planner
    Quickly determine if your retirement plan is on track – and learn how to keep it there.
  • Retirement Shortfall
    Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
  • Roth IRA Calculator
    Use this calculator to compare the Roth IRA to an ordinary taxable investment.
  • Roth IRA Conversion
    This calculator will show the advantage, if any, of converting your IRA to a Roth.
  • Roth vs. Traditional IRA
    Use this calculator to determine which IRA may be right for you.
  • Traditional IRA Calculator
    How can contributing to a regular IRA help you in your retirement?