Calculators

Tools to help keep you on track for a secure future.

Here’s a library of financial calculators to help you start 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 of the features our calculators employ 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 on the road to a secure future.

Loan Amortization Calculator

Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.

Children’s Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.

Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.

Mortgage Refinance Breakeven

Use this calculator to determine if you should refinance your mortgage and when you will break even.

Minimum IRA Distribution

Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.

Regular IRA vs. Roth IRA – Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.

Investment Needed to Achieve Goal

Use this calculator to determine the investment needed to achieve your goal.

Retirement Income Planner

Use this calculator to evaluate your retirement income plan.