Calculators

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

Taxes & IRAs

Federal Tax Savings

How much could you save on taxes over the next six years as a result of the lowered federal income tax rates?

IRA Accumulation

Estimate how much an account could possibly accumulate using the new increased contribution limits.

Saving & Investing

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Risk Management

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Management

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement & Inflation

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?