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Financial Calculators
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Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not 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.

  • Auto Calculators
  • Insurance Calculators
  • Credit Cards & Debt Management
  • Mortgage Calculators
  • Personal Finance
  • Retirement Savings & Planning
  • Savings Calculators
  • Tax Calculators



    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!



    Credit Cards and Debt Management

    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.

    Roll-Down Your Credit Card Debt!
    The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.



    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!



    Mortgage Calculators

    Adjustable Rate Mortgage Calculator
    This calculator helps you to determine what your adjustable mortgage payments will be.

    ARM vs. Fixed Rate Mortgage
    Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

    Bi-weekly Payment Calculator
    Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

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

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



    Personal Finance

    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!

    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.



    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.

    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.

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



    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.

    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.

    Savings, Taxes, and Inflation
    Use this calculator to determine how much your savings will be worth with these two important variables in mind.



    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.





    Format & Presentation ©2007 The Forms Group

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