Resources
We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.
Auto
Auto Rebate vs. Low Interest Financing, Car Loan Calculator, Lease vs. Buy, More...
Business
Breakeven Analysis, Cash Flow Calculator, Commercial Loan Calculator, Equipment Buy vs. Lease, Like Kind Exchange, Working Capital Needs, More...

Insurance
Comprehensive Life Insurance Analysis, Disability Insurance, Health Savings Account (HSA) Contribution Calculator, Long Term Care Calculator, More...

Investment
Asset Allocation Calculator, Future Value Calculator, Investment Goal, Investment Questionnaire - Cash, Fixed Income and Equities, Investment Returns, Lump Sum Present Value Calculator, Municipal Bond Tax Equivalent Yield, Taxable vs. Tax Deferred vs. Tax Free Investment, More...

Loan
Amortizing Loan Calculator, Existing Loan Calculator, Loan Comparison Calculator, More...

Mortgage
Mortgage APR Calculator, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Refinance Break Even, More...

Personal Finance
Basic Financial Calculator, Credit Assessment, Home Budget Analysis, Life Expectancy, Net Worth, More...

Retirement
401(k) Calculator, Beneficiary Required Minimum Distributions, How long will my retirement savings last?, Required Minimum Distribution (RMD) for Current Year, Retirement Pension Planner, Roth IRA vs. Traditional IRA, Social Security Benefits, More...

Savings
College Savings, More...

Tax
1040 Tax Calculator, Estate Tax Planning, Flexible Spending Account (FSA) Calculator, Marginal Tax Rate Calculator, Payroll Deductions Calculator, More...

Auto


Auto Rebate vs. Low Interest FinancingUse this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
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Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Cash Flow CalculatorHaving adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan CalculatorUse this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
Like Kind ExchangeThis calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
Working Capital NeedsWorking capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
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Insurance


Comprehensive Life Insurance AnalysisHow much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
Disability InsuranceUse this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
Health Savings Account (HSA) Contribution CalculatorThis Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Long Term Care CalculatorLong term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
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Investment


Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Future Value CalculatorUse this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Investment GoalUse 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 - Cash, Fixed Income and EquitiesThis questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.
Investment ReturnsThere is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Lump Sum Present Value CalculatorUse this calculator to determine the present value of a future lump sum.
Municipal Bond Tax Equivalent YieldIncome 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.
Taxable vs. Tax Deferred vs. Tax Free InvestmentThis calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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Loan


Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Existing Loan CalculatorUse this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Loan Comparison CalculatorUse this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
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Mortgage


Mortgage APR CalculatorUse this calculator to find the APR on your mortgage.
Mortgage Comparison: 15 Years vs. 30 YearsUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage Refinance Break EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
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Personal Finance


Basic Financial CalculatorThis works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.
Credit AssessmentHow is your credit? Use this calculator for a quick assessment!
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Life ExpectancyThis calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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Retirement


401(k) CalculatorA 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.
Beneficiary Required Minimum DistributionsUse this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
How long will my retirement savings last?Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Required Minimum Distribution (RMD) for Current YearUse this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Pension PlannerPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
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Savings


College SavingsUse this calculator to help develop or fine tune your education savings plan.
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Tax


1040 Tax CalculatorEnter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Estate Tax PlanningKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Flexible Spending Account (FSA) CalculatorUse this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Marginal Tax Rate CalculatorUse this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Payroll Deductions CalculatorUse this calculator to help you determine the impact of changing your payroll deductions.
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