Calculators
We are pleased to provide the following financial calculators for your use. They are arranged by Life Stage.
Click the button to open the desired list of calculators.
Starting
Out
Getting
Established
Building
Impact
Leaving
A Legacy
Starting Out Calculators
403(b) Savings Calculator – If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
Auto Rebate and Financing Options Calculator – Use this calculator to help you determine whether you should take advantage of low-interest financing for a vehicle rebate or outside financing for your vehicle purchase.
Compound Savings Calculator – Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Debt-to-Income Ratio Calculator – Use this calculator to determine your debt-to-income ratio, an important measure in determining your ability to get a loan.
Don't Delay Your Savings Calculator – Waiting to begin your savings plan can have a huge impact on your results. This calculator shows you how much delaying your savings plan can really cost.
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.
Home Buyer Savings Calculator – Use this tool to help you calculate what it might take to save for your new house.
Investment Goal Calculator – Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Questionnaire - Cash, Fixed Income, and Equities – This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.
Life Insurance Calculator – Use this calculator to find out how much life insurance you really need.
Mortgage Qualifier Calculator – Can you buy your dream home? Use this calculator to find out just how much you can afford!
Retirement Contribution Effects on Your Paycheck Calculator – Use this calculator to see how increasing your contributions to a 401(k), 403(b), or 457 plan can affect your paycheck as well as your retirement.
Retirement Nest Egg Calculator – Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
Savings Goal Calculator – What will it take to reach your savings goal? This financial calculator helps you find out.
Snowball Debt Elimination Calculator – This debt calculator applies two simple principles to paying off all your debt that can cut years off your repayment schedule.
U.S. Easy Tax Estimator – Easy Tax Estimator is one of the quickest forms to calculate your tax bill.
Vehicle Buy vs. Lease Calculator – Should you buy or lease your next automobile or finance it? Find out with this calculator!
Getting Established Calculators
15 vs. 30-Year Mortgage Calculator – Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you.
403(b) Savings Calculator – If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
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.
Auto Rebate and Financing Options Calculator – Use this calculator to help you determine whether you should take advantage of low-interest financing, a vehicle rebate, or outside financing for your vehicle purchase.
Clergy Housing Allowance Worksheet – Use this calculator to help determine the amount that a member of the clergy can claim as a housing allowance.
College Savings Calculator – Use this calculator to help develop or fine-tune your education savings plan.
Compound Savings Calculator – Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Credit Card Balance Transfer Optimizer with Promotional Rate Calculator – This Balance Transfer Optimizer includes the option to have a limited-time promotional rate.
Debt-to-Income Ratio Calculator – Use this calculator to determine your debt-to-income ratio, an important measure in determining your ability to get a loan.
Don't Delay Your Savings Calculator – Waiting to begin your savings plan can have a huge impact on your results. This calculator shows you how much delaying your savings plan can really cost.
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.
Fixed Annuity Calculator – A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
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.
Home Buyer Savings Calculator – Use this tool to help you calculate what it might take to save for your new house.
Internal Rate of Return Calculator – Use this calculator to determine an Internal Rate of Return (IRR).
Investment Goal Calculator – Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Questionnaire – Cash, Fixed Income, and Equities – This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.
Investment Returns Calculator – 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.
Life Insurance Calculator – Use this calculator to find out how much life insurance you really need.
Long-Term Care Calculator – Long-term care is needed for those who can't perform the basic tasks required to care for themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Long-Term Care Required Savings Calculator – Use this calculator to see what it might take to save, or self-fund, your long-term care needs.
Mortgage Calculator – Use this calculator to determine your monthly mortgage payment and amortization schedule.
Mortgage Calculator for Purchase Price and Down Payment (PITI) – Use this calculator to determine your mortgage payment with taxes and insurance (PITI) when you know the purchase price and down payment amount.
Mortgage Qualifier Calculator – Can you buy your dream home? Use this calculator to find out just how much you can afford!
Retirement Account Contribution Accelerator Calculator – Use this calculator to see how increasing your contributions to a qualified retirement plan can help save for your retirement.
Retirement Contribution Effects on Your Paycheck Calculator – Use this calculator to see how increasing your contributions to a 401(k), 403(b), or 457 plan can affect your paycheck as well as your retirement.
Retirement Nest Egg Calculator – Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
Retirement Planner Calculator – Use this calculator to quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Calculator for Two Working Spouses with Different Retirements – Plan your retirement for a household that has two working spouses who retire at different times. Find out if you are on track - and learn how to stay there.
Roth 403(b) vs. Traditional 403(b) Calculator – Use this calculator to determine which 403(b) contribution type might be right for you.
Roth IRA vs. Traditional IRA Calculator – Use this calculator to determine which IRA may be right for you.
Savings Goal Calculator – What will it take to reach your savings goal? This financial calculator helps you find out.
Should My Spouse Work Calculator – This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
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.
U.S. Easy Tax Estimator – Easy Tax Estimator is one of the quickest forms to calculate your tax bill.
Variable Annuity Calculator – How can a variable annuity help you save for retirement? Use this calculator to find out.
Vehicle Buy vs. Lease Calculator – Should you buy or lease your next automobile or finance it? Find out with this calculator!
Building Impact Calculators
15 vs. 30-Year Mortgage Calculator – Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you.
403(b) Savings Calculator – If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
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, risk tolerance, and several other factors are used to calculate a desirable mix of stocks, bonds, and cash.
Auto Rebate and Financing Options Calculator – Use this calculator to help you determine whether you should take advantage of low-interest financing, a vehicle rebate, or outside financing for your vehicle purchase. -
Clergy Housing Allowance Worksheet – Use this calculator to help determine the amount that a member of the clergy can claim as a housing allowance.
College Savings Calculator – Use this calculator to help develop or fine-tune your education savings plan.
Compound Savings Calculator– Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Credit Card Balance Transfer Optimizer with Promotional Rate Calculator– This Balance Transfer Optimizer includes the option to have a limited-time promotional rate.
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.
Fixed Annuity Calculator– A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
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.
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.
How Long Will My Retirement Savings Last Calculator– Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation-adjusted withdrawals.
Internal Rate of Return Calculator– Use this calculator to determine an Internal Rate of Return (IRR).
Investment Distributions Calculator– This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal Calculator – Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Questionnaire - Cash, Fixed Income, and Equities– This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.
Investment Returns Calculator – 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.
Investment Savings and Distributions Calculator– Use this calculator to see how long your investment savings can last once you begin taking distributions.
Life Expectancy Calculator– This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender, and several other important lifestyle choices.
Long-Term Care Calculator– Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Long-Term Care Required Savings Calculator – Use this calculator to see what it might take to save, or self-fund, your long-term care needs.
Net Worth Calculator– This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Present Value Calculator– Use this calculator to determine the present value of a known final future value plus a stream of deposits.
Retirement Account Contribution Accelerator Calculator– Use this calculator to see how increasing your contributions to a qualified retirement plan can help save for your retirement.
Retirement Contribution Effects on Your Paycheck Calculator– Use this calculator to see how increasing your contributions to a 401(k), 403(b), or 457 plan can affect your paycheck as well as your retirement.
Retirement Income Calculator– Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Nest Egg Calculator– Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
Retirement Planner Calculator– Use this calculator to quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Calculator for Two Working Spouses with Different Retirements– Plan your retirement for a household that has two working spouses who retire at different times. Find out if you are on track - and learn how to stay there.
Roth 401(k) Conversion Calculator– This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k).
Roth 403(b) vs. Traditional 403(b) Calculator– Use this calculator to determine which 403(b) contribution type might be right for you.
Roth IRA vs. Traditional IRA Calculator– Use this calculator to determine which IRA may be right for you.
Savings Goal Calculator– What will it take to reach your savings goal? This financial calculator helps you find out.
Should My Spouse Work Calculator– This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
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.
Social Security Benefit Calculator– Use this calculator to estimate your Social Security benefits.
Variable Annuity Calculator– How can a variable annuity help you save for retirement? Use this calculator to find out.
Vehicle Buy vs. Lease Calculator– Should you buy or lease your next automobile or finance it? Find out with this calculator!
Leaving A Legacy 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.
Beneficiary Required Minimum Distribution (RMD) - Current Year Calculator – Use this calculator to determine your Beneficiary Required Minimum Distributions (RMD) of a retirement account for the current year.
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.
How Long Will My Retirement Savings Last Calculator – Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation-adjusted withdrawals.
Internal Rate of Return Calculator – Use this calculator to determine an Internal Rate of Return (IRR).
Investment Distributions Calculator – This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal Calculator – Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Savings and Distributions Calculator – Use this calculator to see how long your investment savings can last once you begin taking distributions.
Life Expectancy Calculator – This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender, and several other important lifestyle choices.
Long-Term Care Calculator – Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Long-Term Care Required Savings Calculator – Use this calculator to see what it might take to save, or self-fund, your long-term care needs.
Net Worth Calculator – This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Present Value Calculator – Use this calculator to determine the present value of a known final future value plus a stream of deposits.
Required Minimum Distribution (RMD) - Current Year Calculator – Use this calculator to determine your current Required Minimum Distribution (RMD).
Retirement Planner Calculator – Use this calculator to quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Calculator for Two Working Spouses with Different Retirements – Plan your retirement for a household that has two working spouses who retire at different times. Find out if you are on track - and learn how to stay there.
Roth 401(k) Conversion Calculator – This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k).
Roth IRA vs. Traditional IRA Calculator – Use this calculator to determine which IRA may be right for you.
Social Security Benefit Calculator – Use this calculator to estimate your Social Security benefits.