Calculators

Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not 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. 


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! 

Mortgage comparison: 15 years vs. 30 years 

Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you. 

Loan Comparison Calculator 

Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.

Investment Returns 

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

401(k) Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

Retirement Planner

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

Roth IRA vs Traditional IRA

Use this calculator to determine which IRA may be right for you.