Financial Calculators

Use our interactive financial calculators to assist with your budgeting, saving, and loan planning. The calculators are intended to be a snap-shot of the financial possibilities. Please contact one of our Professionals to review your individual finances. 

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Loan Calculators

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.

Home Equity Credit Line How big of 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.

Personal Finance Calculators

Checkbook Balancer Balance your checkbook with this quick and easy calculator.

Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve.

Net Worth This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

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.

Savings Calculators

CD Ladder Calculator Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.

College Savings Use this calculator to help develop or fine tune your education savings plan.

Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.

Credit Cards and Debt Management Financial Calculators

Accelerated Debt Payoff Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Credit Card Pay Off Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

Mortgage Calculators

Maximum Mortgage Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.

Mortgage comparison: 15 years vs. 30 years Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

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

Mortgage Payoff Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Qualifier Can you buy your dream home? Find out just how much you can afford.

Refinance Breakeven Should you refinance your mortgage? Use this calculator to determine when you will break even.

Rent vs. Buy Are you better off buying your home or should you continue to rent?

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.

Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator. 

Investment Financial 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.

Retirement Savings and Planning

401(k) Savings 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 can not afford to pass up.

Retirement Planner Quickly determine if your retirement plan is on track – and learn how to keep it there.

Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.

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

Social Security Benefits Use this calculator to estimate your Social Security benefits.

Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?

Insurance Calculators

Fixed Annuity Calculator A Fixed Annuity can provide a very secure, tax deferred investment. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.

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.

Life Insurance Calculator How much life insurance do you really need? Find out here. 

Tax Calculators

1040 Tax Calculator How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

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.

Important Notice: Links to the interactive calculators and information provided are made available to you as self-help tools for your independent use and are not intended to provide investment advice. All examples are hypothetical and are for illustrative purposes.

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