Financial Calculators

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.  All examples are hypothetical and are for illustrative purposes. We do not guarantee their applicability or accuracy in regard to your individual circumstances. 

We encourage you to seek personalized advice from qualified professionals regarding all personal financial issues.

Auto Calculator
Home Equity vs. Auto Calculator

Insurance Calculator
Fixed Annuity Calculator
Health Savings Account (HSA) Savings Calculator

Investment Calculators
Asset Allocator
Investment Returns

Loan Calculator
Amortizing Loan Calculator

Mortgage Calculators
Adjustable Rate Mortgage Calculator
ARM vs Fixed Rate Mortgage
Mortgage comparison: 15 years vs. 30 years
Mortage Loan Calculator
Mortgage Payoff
Mortgage Points Calculator
Mortgage Qualifier
Refinance Breakeven
Refinance Interest Savings
Rent vs. Buy

Personal Finance
Home Budget Analysis

Retirement Savings and Planning
401(k) Savings Calculator
Retirement Planner
Retirement Shortfall
Roth vs. Traditional IRA

Savings Calculators
Certificate of Deposit Calculator
College Savings

Tax Calculators
1040 Tax Calculator
Estate Tax Planning

 

 

 

Home Equity vs. Auto Loan
Use this calculator to determine if a home equity makes sense for your next auto purchase.

Fixed Annuity Calculator
A Fixed Annuity can provide a very secure, tax deferred investment. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.

Health Savings Account (HSA) Savings Calculator
Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.

Asset Allocator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Investment Returns
There is more to investing than knowing your annual rate of return.  Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Amortizing Loan Calculator
Enter your desired payment - and let us help calculate your loan amount.  Or, enter the loan amount and we will calculate your monthly payment!

Adjustable Rate Mortgage Calculator
This calculator helps you to determine what your adjustable mortgage payments will be.

ARM vs. Fixed Rate Mortgage
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Mortgage Comparison: 15 years vs. 30 years
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Payoff
Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points Calculator
Should you buy points? Use this calculator to find out.

Mortgage Qualifer
Can you buy your dream home? Find out just how much you can afford!

Refinance Breakeven
Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

Refinance Interest Savings
Use this calculator to see how much interest you can save by refinancing your mortgage!

Rent vs. Buy
Are you better off buying your home, or should you continue to rent?

Home Budget Analysis
Analyze your budget, see where your money goes and find out where you can improve!

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 retirment 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 vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.

Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).

College Savings
Use this calculator to help develop or find tune your education savings plan.

1040 Tax Calculator
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Estate Tax Planning
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.