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Calculators

The calculators are for limited informational purposes only.

Financial decisions should not be made based solely on the results from these calculators. Always consult with your accountant or other professional advisors when making such decisions.

Personal Planning Calculators:



Education Funding


Estate Planning


Retirement Planning


Roth vs. Traditional IRA


Survivor Needs Analysis


Disability Income


Compare Two Pension Options


Compare Two Payout Options


Lease Calculators:



(Insurance, Lottery, Legal)


Simple Lease Calculator


Advanced Lease Calculator


Lease Amount


Lease Rate


Lease Residual


Lease Payment


Personal Finance Calculators:



How much car can I afford?


How long will it take to pay off my credit cards?


What payments will it take to pay off my credit cards?


Simple loan calculator


How much can I borrow?


What interest rate would I need?


How long would it take to pay off a loan?


What are the effects of inflation?


What would my payments be?


What is the future value of a dollar?


Fixed Loan Scratchpad

Retirement Calculators:



IRA calculator


Roth IRA calculator


IRA deposit calculator


Roth IRA deposit calculator


Simple Spending calculator


How long would I be able to make withdrawals?


What rate of return would I need?


How much would I need to start with?


How much could I withdraw each month?


Investment Calculators:



How can I save a million dollars?


Investment yield calculator


Present value calculator


Future value calculator


Simple savings goal calculator


Stock investment profit calculator


Stock basis cost scratchpad


How much money could I save?


What rate of return would I need?


How much would I need to start with?


How much would I need to save each month?


How long must I save for a major purchase?


How long will it take to double my money?


What is the financial cost of dying?


Asset Allocation


Insurance vs. Taxable Fund


Home Finance Calculators:



Is refinancing my loan a good idea?


What would my payments be for a balloon loan?


What would I save if I made monthly prepayments?


What would be my monthly prepayment?


How much house can I qualify for?


How much house can I afford?


Which fixed rate loan is better for me?


What are my payments for a fixed rate loan?


What are my payments for an adjustable rate loan?


Should I buy or rent my home?


Which loan is better, fixed or adjustable?


What is my mortgage payoff amount?


Could I use a consolidation loan?


What would I save with bi-weekly mortgage payments?


What effect do rates and down payments make?