| How long will my retirement savings last? | Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals. |
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| Individual 401(k) Contribution Comparison | Use this calculator to determine your 2024 maximum Individual 401(k) contribution as compared to three other possible plan options. |
| Pension Plan Retirement Options | Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| Pension vs. Lump Sum Payout Calculator | Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions. |
| Retirement Income Calculator | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Pension Planner Calculator | Plan your retirement with a company pension, find out if you are on track - and learn how to stay there. |
| Retirement Plan Withdrawal Calculator | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| Roth 401(k) Conversion Calculator | This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k). |
| Roth 401(k) vs. Traditional 401(k) Calculator | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Roth vs. Traditional 401(k) and your Paycheck | See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings. |
| Should you borrow from a 401(k) or 403(b)? | The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings. |
| 15 vs. 30-Year Mortgage | Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you. |
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| Adjustable Rate Mortgage Calculator | This calculator helps you to determine what your adjustable mortgage payments will be. |
| ARM & Interest Only 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. |
| FHA Loan Calculator | Use this calculator to determine your FHA loan amount and how much cash needed for to complete the home purchase. |
| Home Rent vs. Buy Calculator | Are you better off buying your home, or should you continue to rent? |
| Mortgage Calculator with Taxes and Insurance | Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule. |
| Mortgage Payoff Calculator | Save thousands of dollars in interest by increasing your monthly mortgage payment. |
| Mortgage Points Calculator | Should you buy points? Use this calculator to find out. |
| Mortgage Qualifier Calculator | Can you buy your dream home? Find out just how much you can afford! |
| Mortgage Refinance Calculator | Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance. |
| Reverse Mortgage Calculator | This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time. |
| Seller Closing Cost Calculator | Use this calculator to help estimate your closing costs and net proceeds from the sale of a home. |
| Should I Refinance Calculator | Use this calculator to see how much interest you can save by refinancing your mortgage! |
| Enhanced Loan Calculator | Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term. |
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| Loan Comparison Calculator | Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options. |
| Accelerated Debt Payoff Calculator | 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. |
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| Consolidation Loan Investment Calculator | Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings. |
| 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 Optimizer Calculator | The Credit Card Optimizer helps you determine the best distribution of your credit card debt. |
| 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. |
| How Much Do You Owe Calculator | Use this calculator as a starting point for your debt management plan. |
| Personal Debt Consolidation Calculator | Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you. |
| 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. |
| Student Loan Consolidation and Debt Payoff Calculator | The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt. |
| Auto Loan Early Payoff Calculator | Find out how much interest you can save by increasing your monthly auto loan payment. |
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| Auto Rebate vs. Low Interest Financing Calculator | Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate. |
| Buy vs. Lease Calculator | Should you buy or lease your next automobile or finance it? Find out with this calculator! |
| 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! |
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| Inflation - Historic Impact on Investments | Inflation reduces your the purchasing power of your money. Use this calculator to see the historic impact of inflation on an investment or savings balance. |
| Investment Goal Calculator | Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short. |
| Investment Questionnaire - Broad Portfolio | The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes. |
| Investment Questionnaire - Cash, Fixed Income and Equities | This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities. |
| Mutual Fund Expense Calculator | This 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. |
| Present Value Goal Calculator | Use this calculator to determine how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits. |
| Taxable vs. Tax Deferred Investments | This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment. |
| Taxable vs. Tax Deferred vs. Tax Free Investment | This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
| Payroll Deductions Calculator | Use this calculator to help you determine your net paycheck. This calculator uses the 2024 tables and the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
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| Payroll Deductions Comparison Calculator | Use this calculator to help you determine the impact of changing your payroll deductions. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
| College Savings Calculator | Use this calculator to help develop or fine tune your education savings plan. |
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| Don't Delay Your Savings! | Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
| Emergency Savings Calculator | This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal. |
| Home Buyer Savings Calculator | Use this tool to help you calculate what it might take to save for your new house. |
| Lunch Savings Calculator | Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up. |
| Savings Goal Calculator | What will it take to reach your savings goal? This financial calculator helps you find out. |
| Savings, Taxes, and Inflation Calculator | Use this calculator to determine how much your savings will be worth with these two important variables in mind. |
| Vice Savings Calculator | Use this calculator to see how a simple changes in your spending habits for common vices such as smoking, drinking or even eating out can really add up. |
| Debt-to-Income Ratio | Use this calculator to determine your debt-to-income ratio, an important measure in determining your ability to get a loan. |
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| Home Budget Analysis | Analyze your budget, see where your money goes and find out where you can improve! |
| Life Expectancy | This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices. |
| Net Worth Calculator | This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years. |
| Should my spouse work? | This calculator is designed to help you see the financial impact of having either one or two incomes for your household. |
| 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. |
| Comprehensive Life Insurance Analysis | How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out. |
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| Disability Insurance | Use 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. |
| 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. |
| Immediate Annuity Calculator | Estimate what your monthly payments might be from an immediate annuity. |
| Life Insurance Calculator | Find out how much life insurance you really need! |
| Long Term Care Calculator | Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense. |
| Long-Term Care Required Savings | Use this calculator to see what it might take to save, or self-fund, your long-term care needs. |