Financial Calculators

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!
Enhanced Loan CalculatorUse the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Loan Comparison CalculatorUse this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Credit Cards and Debt Management
How much do you owe?Use this calculator as a starting point for your debt management plan.
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.
Investment ReturnsThere is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Retirement Savings and Planning
403(b) Savings CalculatorIf you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
Beneficiary Required Minimum DistributionsUse this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
How Important is Social Security?Use this calculator to determine how losing this important retirement asset could affect you.
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 Pension PlannerPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement ShortfallRunning out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
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.
Savings Calculators
Compounding and Your ReturnThis calculator demonstrates how compounding can affect your savings.
Savings CalculatorFind out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes, and InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind.
Personal Finance
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Insurance Calculators
Disability InsuranceUse this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
Life Insurance CalculatorFind out how much life insurance you really need!
Variable Annuity CalculatorHow can a variable annuity help you save for retirement? Use this calculator to find out.
Business Calculators
Business Debt Consolidation CalculatorShould your business consolidate its debt? Use this calculator to find out.

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.