Tools to help keep you on track for a secure future.
Here’s a library of financial calculators to help you start planning your financial future—from forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few of the features our calculators employ to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point on the road to a secure future. Please disable your pop-up blocker.
Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
MORTGAGE REFINANCE BREAKEVEN
Use this calculator to determine if you should refinance your mortgage and when you will break even.
Mortgage Refinance Breakeven Calculator
RETIREMENT INCOME PLANNER
Use this calculator to evaluate your retirement income plan.
Retirement Income Planner Calculator
REGULAR IRA vs. ROTH IRA – ANNUAL CONTRIBUTION
Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.
Regular IRA vs. Roth IRA Calculator
AUTO LOAN PAYMENT CALCULATOR
Use this calculator to calculate an auto loan amount based on your desired monthly payment or to calculate a monthly payment based on an auto loan amount.
Auto Loan Payment Calculator
Use these calculators to assess your company’s liquidity, profitability and efficiency based on your financial statement data.
MINIMUM IRA DISTRIBUTION
Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.
Minimum IRA Distribution Calculator
BUYING VS. LEASING – AUTO
Use this calculator to determine if you should lease or buy your next vehicle.
Buying vs. Leasing – Auto Calculator
SOCIAL SECURITY CALCULATOR
Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.
Social Security Calculator
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