Financial Calculators

Mortgage Calculators

Mortgage Loan Calculator (PITI) Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
Rent vs. Buy Are you better off buying your home, or should you continue to rent?
Reverse Mortgage Calculator This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.

Loan Calculators

Home Equity Line of Credit Calculator How big of a home equity line of credit can you receive? Use this calculator to find out!

Credit Cards and Debt Management

Personal Debt Consolidation Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.

Auto Calculators

Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator!

Investment Calculators

Annual Rate of Return Calculator Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Internal Rate of Return (IRR) Calculator Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
Investment Property Calculator An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
Investment Questionnaire - Broad Portfolio The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes.

Tax Calculators

1040 Tax Calculator Enter 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 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.
Marginal Tax Rate Calculator Use 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.

Savings Calculators

Emergency Savings Calculator This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.

Personal Finance

Credit Assessment How is your credit? Use this calculator for a quick assessment!
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.

Insurance Calculators

Comprehensive Life Insurance Analysis How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
Disability Insurance Use 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.

Business Calculators

Business Valuation - Discounted Cash Flow This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Inventory Analysis Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Profit Margin Calculator This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working Capital Needs Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.