These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.
- How much should I be saving for college?
- Will I be able to repay my student loan?
- What are the advantages of the Coverdell ESA?
- What are the advantages of a 529 College Savings Plan?
- What is the value of a college education?
- What are the payments on a parental (PLUS) loan?
- Should I live at home, on campus, or off campus?
- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- What is the balance on my loan?
- Should I consolidate my personal debt into a new loan?
- Re-structuring debts for accelerated payoff
- Which is better: cash up front or payments over time?
- What is the impact of making extra payments on my loan?
- How much home can I afford?
- Should I refinance my home mortgage? (breakeven)
- Comprehensive mortgage calculator
- Comparing mortgage terms
- Should I pay extra points for a lower interest rate?
- Should I rent or buy a home?
- Should I convert to a bi-weekly payment schedule?
- Compare a ‘no-cost’ versus traditional mortgage
- What are the tax savings generated by my mortgage?
- Should I take out a fixed or adjustable rate mortgage?
- Adjustable rate mortgage calculator
- How do closing costs impact the interest rate?
- How much life insurance do I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- What are my long-term care insurance needs?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current insurance last?
- What is the future value of an annuity?
- Which is better, Comprehensive Plan Or High-Deductible Plan With HSA?
- How should I allocate my assets?
- What is the return on my real estate investment?
- What is the value of compound interest?
- Certificate of Deposit (CD) analyzer
- Evaluate my company pension payout options
- How much can I contribute to an IRA?
- How much retirement income can my IRA provide?
- Should I convert to a Roth IRA?
- What will my qualified plan be worth at retirement?
- What is my current year required minimum distribution?
- What is my projected required minimum distributions?
- What are my lump-sum distribution options?
- How do I maximize my employer 401(k) match?
- What is the impact of borrowing from my 401(k) plan?
- What is the impact of early withdrawal from my 401(k)?
- What is my maximum self-employed retirement plan contribution?
- Net Unrealized Appreciation (NUA)
- How will retirement impact my living expenses?
- How much will I need to save for retirement?
- Are my current retirement savings sufficient?
- Social Security retirement income estimator
- How does inflation impact retirement income needs?
- I’m retired, how long will my savings last?
- When should I begin saving for retirement?
- Should I convert discretionary expenses to savings?
- How much retirement income may my 401(k) provide?
- Compare Roth 401(k) to Traditional 401(k)
- Becoming a millionaire
- Income generated by a savings plan
- How long will it take to double my money?
- How long until my savings reach my goal?
- Save now vs. save later calculator
- How much should I save to reach my goal?
- What will my current savings grow to?
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, or supplement the advice of a professional advisor. There is not and can not be a guarantee of their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. You are encouraged to seek personalized advice from qualified professionals regarding all personal finance issues.