Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Loans & Credit Cards
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Credit Card Debt
How Long Will It Take to Pay my Balance?
Taxes & IRAs
Federal Tax Savings
How much could you save on taxes over the next six years as a result of the lowered federal income tax rates?
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Accumulation
Estimate how much an account could possibly accumulate using the new increased contribution limits.
Saving & Investing
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cash Management
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.