Financial Calculators

Retirement Savings and Planning
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Retirement IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Mortgage Calculators
ARM vs. Fixed Rate MortgageUse this calculator to compare a fixed rate mortgage to a Fully Amortizing ARM.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage PayoffSave thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Refinance Break EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
Rent vs. BuyAre you better off buying your home, or should you continue to rent?
Loan Calculators
Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Debt Consolidation CalculatorShould you consolidate your debt? Use this calculator to find out.
Credit Cards and Debt Management
Accelerated Debt PayoffConsolidating 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.
Personal Debt ConsolidationShould you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Investment Calculators
Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Savings Calculators
Certificate of Deposit CalculatorUse this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
College SavingsUse this calculator to help develop or fine tune your education savings plan.
Compound Savings CalculatorFind out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Personal Finance
Checkbook BalancerBalance your checkbook with this quick and easy calculator.
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot 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.