Financial Calculators

What type of IRA is right for you? If I want to buy a home or car, what can I afford? How much do I need to save to meet my financial goals?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Saving & Investing

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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA’s & Taxes

Roth IRA Future Value

This calculator will estimate and chart the future value of a Roth IRA, and compare it to the estimated future value of a similar taxable investment.

Traditional Versus Roth IRA

This calculator will attempt to help you make the best choice between a Roth IRA contribution and a deductible contribution to a Traditional IRA assuming you qualify.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs

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.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Management

Budgeting Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Vehicle Purchasing

Car Affordability

How much can you afford to pay for a car?

Auto Loan Payment

If you have found a new or used car, what is the monthly payment going to be?

Lease Payment

How much would your monthly lease payment be?

Your Home

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Buying a Home: Mortgage Payment Calculator

Before buying a home, estimate your monthly payment.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Risk Management

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?


​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal 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.