Calculators

 

Financial Calculators

Retirement & Savings Planning

401(k) 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 cannot afford to pass up.

How long will my retirement savings last?

Use this calculator to examine how long your savings will last when you factor taxes into your distribution. Enter a net amount needed (after taxes) And see how long it will last based on your retirement savings, taxes and inflation.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Mortgage

Mortgage Loan Calculator

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

Investment

Annual Rate of Return Calculator

Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

Asset Allocation Calculator

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

Investment Goal

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

Taxable vs. Tax Deferred Investments

This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.

Tax

1040 Tax Calculator

Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

Personal Finance

Home Budget Analysis

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

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards 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.