Calculators

Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators 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 to a secure future.

Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Loan Qualifier
Can you buy your dream home? Find out just how much you can afford!
Mortgage Refinance Breakeven
Should you refinance your mortgage? Use this calculator to determine when you will breakeven!
Mortgage Points Calculator
Should you buy points? Use this calculator to find out.
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!
Investment Needed to Achieve Goal
Use this calculator to determine the investment needed to achieve your goal.
Retirement Planner
Quickly determine if your retirement plan is on track – and learn how to keep it there.
Social Security
Use this calculator to estimate your Social Security benefits.
Roth vs Traditional IRA
Use this calculator to determine which IRA is right for you.
Section 125 Cafeteria Plan
Use this calculator to see how participating in your employer's "Section 125 Cafeteria Plan" can help you pay less tax, and increase your net take home pay.
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!
Lease vs Buy
Should you lease your next automobile or finance it? Find out with this calculator!
College Savings
Use this calculator to help develop or fine tune your education savings plan.
Years to Become a Millionaire
This calculator computes the number of years it will take for an initial investment along with monthly contributions to accumulate to $1 million.
Should My Spouse Work?
This calculator is designed to help you see the financial impact of adding, or removing, a spouse's income to your household. As with any decision of this type, there are many factors to consider, but knowing your finances is a good place to start.