Calculators

Try our financial calculators!

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Mortgage Calculators

Mortgage Loan Calculator

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

Mortgage Refinance Breakeven

Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

Auto Calculators

Buy vs. Lease Comparison

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

Investment Calculators

Municipal Bond Tax Equivalent Yield

Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Retirement Savings and Planning

401(k) Savings 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 Nest Egg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.

Roth IRA Conversion

This calculator will show the advantage, if any, of converting your IRA to a Roth.

Tax Calculators

1040 Tax Calculator

How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Savings Calculators

College Savings Calculator

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

Insurance Calculators

Life Insurance Calculator

How much life insurance do you really need? Find out here!

Note: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. We cannot 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.