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 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.

Auto Calculators

Auto Loans

Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!


Insurance Calculators

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.


Investment Calculators

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.


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.


Mortgage Calculators

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.

Bi-weekly Payment Calculator

Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Mortgage Loan Calculator

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

Mortgage Qualifier

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

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?


Personal Finance

Checkbook Balancer

Balance your checkbook with this quick and easy calculator.

Student Budget

This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.


Retirement Savings and Planning

Roth vs. Traditional IRA

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


Savings Calculators

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 fine tune your education savings plan.

Cool Million

Find out when your savings plan may make you a millionaire!


Tax Calculators

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.


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