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Financial Calculators

RETIREMENT AND WEALTH PLANNING CALCULATORS


Retirement Planner

Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.

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Social Security Benefits Estimator

Estimate how much money you’ll receive from Social Security when you retire.

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Traditional IRA

An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

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Roth IRA Appraiser

Which is better: a Roth IRA or a Traditional IRA?

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Roth IRA Transfer Evaluator

Calculate the effect of transferring a Traditional IRA into a Roth IRA.

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Required Minimum Distribution

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

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Estate Tax Planning

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.

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PERSONAL FINANCE CALCULATORS


Home Budget Analyzer

One of the most important aspects of controlling your budget is to determine where your money is going. This interactive problem solver helps you do just that.

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Life Insurance Estimator

How much life insurance do you need? Enter your current assets, expenses, income and let us help determine how much life insurance you need.

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Checkbook Balancer

Let us help you balance your checkbook.

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Credit Card Debt

Find the best repayment options to pay off your credit card balance.

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Debt Consolidation

Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.

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Savings Goals

What will it take to reach your savings goal? Enter in your savings plan and view graphically your financial results.

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Savings After Inflation and Taxes

Use this tool to determine how much your savings will be worth with these two important variables in mind.

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College Savings Planner

Saving for your children's education requires a long term plan. And like saving for retirement - the earlier you start your plan the better! Use this calculator to help develop and fine tune your education savings plan.

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PURCHASING A HOME


Mortgage Qualifier

The first step in buying a house is determining your budget. This interactive problem solver steps you through the process of finding out how much you can borrow.

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Refinancing Analyzer

Should you refinance your mortgage? Find out how much money you'll save and how long it will take to breakeven on a mortgage refinance?

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Mortgage Reduction Analyzer

Save thousands of dollars in interest by increasing your monthly payment. Find out how much sooner you will pay off your mortgage by making extra payments.

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