CALCULATORS

We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child's college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.
Roth vs. Traditional IRAUse this calculator to determine which IRA is right for you.
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
Cool MillionFind out when your savings plan will make you a millionaire!
Should my spouse work?This calculator is designed to help you see the financial impact of adding, or removing, a spouse's income to your household. As with any decision of this type, there are many factors to consider, but knowing your finances is a good place to start.
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. The process is simple, just apply a portion of your consolidated loan's monthly payment savings to the consolidated loan's balance. You can save hundreds, even thousands in interest and shave years off of your loan!
Debt Consolidation CalculatorShould you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you. Fill in your loan amounts, credit card or credit line balances and other outstanding debt. You can then see what your monthly payment would be with a consolidated loan.
Required Minimum DistributionsThe IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.
Loan CalculatorThis calculator will display the monthly payment, total interest and total payment for your loan based on the loan amount, term and interest rate entered.
Mutual Fund Expense CalculatorThis calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Life Insurance CalculatorHow much life insurance do you really need? Find out here!