Loans & Credit Cards
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Car Affordability
How much can you afford to pay for a car?
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Credit Card Debt
How Long Will It Take to Pay my Balance?
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Lease Payment
How much would your monthly lease payment be?
Saving & Investing
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Savings Accumulation
Estimate the future value of your current savings.
Cash Management
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Estate Planning
Estate Taxes
Retirement & Inflation
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer’s retirement plan after you turn age 70½.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Risk Management
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Disability Income Insurance
How much Disability Income Insurance do you need?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Taxes & IRAs
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
