Calculators

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 regard 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.


Credit Cards and Debt Management

  • Accelerated Debt Payoff
    Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
  • Credit Card Pay Off
    Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
  • Roll-Down Your Credit Card Debt!
    The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.

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!
  • Credit Line
    How big a line of credit can you receive? Use this calculator to find out!
  • Debt Consolidation Calculator
    Should you consolidate your debt? Use this calculator to find out.
  • Loan Comparison Calculator
    Use this calculator to sort through the monthly payments, fees, and other costs associated with comparing loan options.

Mortgage Calculators

  • 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 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.
  • Mortgage Loan 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!
  • Refinance Breakeven
    Should you refinance your mortgage? Use this calculator to determine when you will breakeven!
  • Refinance Interest Savings
    Use this calculator to see how much interest you can save by refinancing your mortgage!
  • Rent vs. Buy
    Are you better off buying your home, or should you continue to rent?

Personal Finance

  • Checkbook Balancer
    Balance your checkbook with this quick and easy calculator.
  • Home Budget Analysis
    Analyze your budget, see where your money goes, and find out where you can improve!
  • Net Worth
    This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
  • Student Budget
    This calculator is specifically designed to help students understand their expenses and income while attending a university, college, or other full-time educational institution.

Retirement Savings and Planning


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 Rates
    Even 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!
  • Cool Million
    Find out when your savings plan may make you a millionaire!
  • Savings Calculator
    Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
  • Savings Goals
    What will it take to reach your savings goal? This financial calculator helps you find out.
  • Savings, Taxes, and Inflation
    Use this calculator to determine how much your savings will be worth with these two important variables in mind.