Calculators

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 Loan Calculator

Use this calculator to determine your monthly payment and amortization schedule.

College Savings

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

Lease Vs. Buy

Should you lease your next automobile or finance it? Find out with this calculator!

Social Security

Use this calculator to estimate your Social Security benefits.

Roth vs. Traditional IRA

Use this calculator to determine which IRA is right for you.

Required Minimum Distribution

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.

Accelerated Debt Payoff

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. The process is simple, just apply a portion of your consolidated loan's monthly payment savings to the consolidated loan's balance. You can save hundreds, even thousands in interest and shave years off of your loan!

Should My Spouse Work

This calculator is designed to help you see the financial impact of adding, or removing, a spouse's income to your household. As with any decision of this type, there are many factors to consider, but knowing your finances is a good place to start.

Savings Goals

What will it take to reach your savings goal? This financial calculator helps you find out.

Refinance Breakeven

Should you refinance your mortgage? Use this calculator to determine when you will break-even!