Calculators

Mortgage Calculators

Mortgage Loan Calculator (PITI)—Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI), and amortization schedule.

Loan Calculators

Amortizing Loan Calculator—Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Auto Calculators

Auto Rebate vs. Low Interest Financing—Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

Investment Calculators

Investment Goal—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.

Retirement Savings and Planning

Retirement Planner—Quickly determine if your retirement plan is on track – and learn how to keep it there.

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.

Savings Calculators

College Savings—Use this calculator to help develop or fine tune your education savings plan.

Savings Calculator—Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Personal Finance

Home Budget Analysis—Analyze your budget, see where your money goes and find out where you can improve!

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.

 

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.