Calculators
Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs, and fully customizable reports are just a few of the features that make our calculators stand out!
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Credit Cards and Debt Management
Snowball Debt Elimination Calculator
This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
Credit Card Minimum Payment Calculator
Use this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments.
Credit Card Pay Off Calculator
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.
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Investment Calculators
Compare Investment Fees
Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Present Value Calculator
Use this PV calculator to determine the present value of a stream of deposits plus a known final future value.
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Investment Questionnaire
Investment Questionnaire
Learn how to create a balanced portfolio of investments.
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Retirement Savings and Planning
Retirement Planning Calculator
Quickly determine if your retirement plan is on track - and learn how to keep it there.
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Personal Finance
Home Budget Analysis
Analyze your budget, see where your money goes and find out where you can improve!
Rent Vs. Buy Analysis
Should you rent or should you buy your home? This calculator helps you weed through the fees, taxes and monthly payments to help you make a decision between these two options.
Reverse Mortgage Analysis
This calculator is designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.
Mortgage Required Income
This calculator collects these important variables and determines your required income to qualify for your desired mortgage amount.
Mortgage Tax Savings Calculator
Use this calculator to see how this deduction can create a significant tax savings.
Maximum Mortgage Calculator
This calculator collects these important variables and determines your maximum monthly housing payment and the resulting mortgage amount.
Buy vs. Lease Analysis
Should you lease or buy your car? Use this calculator to find out! Calculate your monthly payments and your total net cost. By comparing these amounts, you can determine which is the better value for you.
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Insurance Calculators
Life Insurance Calculator
Find out how much life insurance you really need!
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College Planning and Student Loan Calculators
College Savings Calculator
Use this calculator to help develop or fine-tune your education savings plan.
Student Loan Consolidation Calculator
The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off high-interest debt.
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.