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Calculators

Below are a series of calculators to assist you with your financial decisions. Please enjoy using these calculators and the information they provide. The results of these calculators may only be the beginning to your financial planning. We encourage you and welcome the opportunity to discuss your financial planning with you to make sure you are on track to achieve your financial goals. 

     
       
             

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Retirement Planner Quickly determine if you retirement plan is on track - and learn how to keep it there.  
Retirement Shortfall One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.  
Asset Allocator Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash.  
Retirement Income Calculator Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.  
401(k) Savings 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 can not afford to pass up.  
401(k) Spend it or Save it There are several ways to manage your 401(k) balance when you leave an employer. The most fundamental of which is should you spend it or save it?  
Social Security Use this calculator to estimate your Social Security benefits.  
Roth vs Traditional IRA Use this calculator to determine which IRA is right for you.  
Roth IRA Use this calculator to compare the Roth IRA to an ordinary taxable investment.  

Mortgage Loan

Use this calculator to determine your monthly payment and amortization schedule.  
Mortgage Qualifier Can you buy your dream home? Find out just how much you can afford!  
Amortizing Loan Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!  
Loan Comparison Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.  

Equity Line of Credit Payments

What will my monthly payments be for an interest only equity line of credit?  
Personal Debt Consolidation Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.  
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.  

1040 Tax

How much tax will you pay in? Use this 1040 tax calculator to help determine your tax bill.  
Auto Loans Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!  
Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator!  
Auto Loan Early Payoff Find out how much interest you can save by increasing your monthly auto loan payment.  
College Savings Use this calculator to help develop or fine tune your education savings plan.  
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.  
Don't delay your savings! Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.  
Life Insurance Calculator How much life insurance do you really need? Find out here!  
     
Please note that all financial calculators require a Java enabled browser. For best results use Internet Explorer 4.0 and higher or Netscape Navigator 4.0 and higher. Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
 




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