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Financial Calculators
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Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not 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.

  • Auto Calculators
  • Credit Cards & Debt Management
  • Insurance Calculators
  • Investment Calculators
  • Loan Calculators
  • Mortgage Calculators
  • Personal Finance
  • Retirement Savings & Planning
  • Savings Calculators
  • Tax Calculators



    Auto Calculators

    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!



    Credit Cards and Debt Management

    Accelerated Debt Payoff
    Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

    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.

    Roll-Down Your Credit Card Debt!
    The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.



    Insurance Calculators

    Health Savings Account (HSA) Savings Calculator
    Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.



    Investment Calculators

    Asset Allocator
    Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

    Investment Returns
    There 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.



    Loan Calculators

    Debt Consolidation Calculator
    Should you consolidate your debt? Use this calculator to find out.

    Loan Comparison Calculator
    Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.



    Mortgage Calculators

    Mortgage Loan Calculator
    Use this calculator to determine your monthly payment and amortization schedule.

    Mortgage Payoff
    Save thousands of dollars in interest by increasing your monthly mortgage payment.

    Mortgage Qualifier
    Can you buy your dream home? Find out just how much you can afford!

    Rent vs. Buy
    Are you better off buying your home, or should you continue to rent?



    Personal Finance

    Checkbook Balancer
    Balance your checkbook with this quick and easy calculator.

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



    Retirement Savings and Planning

    401(k) Savings Calculator
    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.

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

    Roth IRA Calculator
    Use this calculator to compare the Roth IRA to an ordinary taxable investment.

    Roth vs. Traditional IRA
    Use this calculator to determine which IRA may be right for you.

    Social Security Benefits
    Use this calculator to estimate your Social Security benefits.

    Traditional IRA Calculator
    How can contributing to a regular IRA help you in your retirement?



    Savings Calculators

    Certificate of Deposit Calculator
    Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).

    Savings Calculator
    Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.



    Tax Calculators

    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.



    Format & Presentation ©2007 The Forms Group