Financial Calculators

Mortgage Calculators
Balloon Mortgages A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.
Maximum Mortgage Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.
Mortgage APR Calculator Use this calculator to find the APR on your mortgage.
Mortgage Loan Payment Calculator Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Payoff Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Qualifier Can you buy your dream home? Find out just how much you can afford!
Mortgage Refinance Break Even Should you refinance your mortgage? Use this calculator to determine when you will break even.
Rent vs. Buy Are you better off buying your home, or should you continue to rent?
Loan Calculators
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!
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Loan Comparison Calculator Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Loan Prequalification Calculator Use this calculator as your first step in determining your ability to qualify for a loan.
Auto Calculators
Car Loan Calculator Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Investment Calculators
Investment Goal Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Questionnaire The Investment Questionnaire is designed to help you create a balanced portfolio of investments.
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 Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Nestegg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
Tax Calculators
Estate Tax Planning Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Savings Calculators
Certificate of Deposit Calculator Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
College Savings Use this calculator to help develop or fine tune your education savings plan.
Compare Savings RatesEven a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

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.