Calculators

Try Our Financial Calculators!

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs, and fully customizable reports are just a few of the features that make our calculators stand out!

  • Credit Cards and Debt Management

    Snowball Debt Elimination Calculator

    This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.

  • Investment Calculators

    Compare Investment Fees

    Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!

    Present Value Calculator

    Use this PV calculator to determine the present value of a stream of deposits plus a known final future value.

  • Investment Questionnaire

    Investment Questionnaire

    Learn how to create a balanced portfolio of investments.

  • Retirement Savings and Planning

    Retirement Planner

    Quickly determine if your retirement plan is on track - and learn how to keep it there.

  • Personal Finance

    Home Budget Analysis

    Analyze your budget, see where your money goes and find out where you can improve!

    Rent Vs. Buy Analysis

    Should you rent or should you buy your home? This calculator helps you weed through the fees, taxes and monthly payments to help you make a decision between these two options.

  • Insurance Calculators

    Life Insurance Calculator

    Find out how much life insurance you really need!

  • College Planning and Student Loan Calculators

    College Savings Calculator

    Use this calculator to help develop or fine-tune your education savings plan.

    Student Loan Consolidation Calculator

    The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off high-interest debt.


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards 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.
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