Calculators

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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.

Mortgage Calculator
Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
Mortgage Refinance Breakeven
Use this calculator to determine if you should refinance your mortgage and when you will break even.
Loan Amortization Calculator
Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
Retirement Income Planner
Use this calculator to evaluate your retirement income plan.
Social Security Calculator
Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.
Buying vs. Leasing
Auto Use this calculator to determine if you should lease or buy your next vehicle.
Children’s Education Savings
Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
Years to Become a Millionaire
This calculator computes the number of years it will take for an initial investment along with monthly contributions to accumulate to $1 million.
Ratio Calculators
Use these calculators to assess your company’s liquidity, profitability and efficiency based on your financial statement data.
Minimum IRA Distribution
Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.