Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

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



Social security retirement income estimator

How does inflation impact my retirement income needs?

Convert discretionary expenses to savings 



Becoming a millionaire

How long will it take to double my money?

How long until my savings reach my goal?

Save now vs. save later

How much should I save to reach my goal?

What will my current savings grow to?

Calculate rate of return

How do taxes and inflation impact my return?



What is my life expectancy?

What are the chances of becoming disabled?

How much will I earn in my lifetime?

What are the tax advantages of an annuity?

How long will my current life insurance proceeds last?



Federal income tax calculator

How much self-employment tax will I pay?

What is my tax-equivalent yield?

Tax refund estimator

Tax freedom day


Home & Mortage

Comprehensive mortgage calculator

Should I convert to a bi-weekly payment schedule?

What are the tax savings generated by my mortgage?

Compare an interest-only versus traditional mortgage



Will I be able to pay back my student loans?

Advantages of the Coverdell ESA.

Advantages of a 529 College Savings Plan

What is the value of a college education?

What are the payments on a parental (PLUS) loan?


Cash Flow

Should I pay down debt or invest more?

How long will my money last?

Historical inflation - Compare purchasing power



How long will it take to pay off my credit card(s)?

How long until my loan is paid off?

What would my loan payments be?

What is the balance owing on my loan?

Which is better, cash up front or payments over time?

What is the impact of making extra debt payments?

Should I pay off debts or invest the money?


Paycheck & Benefits

Convert my salary to an equivalent hourly wage.

Convert my hourly wage to an equivalent salary.



Auto purchase - Loan vs. 0% dealer financing?

What would my auto payments be?

Auto loan - Accelerated payoff


FINRA Calculators

Smart Bond Investing Accrued Interest Calculator

Retirement Calculator

College Savings Calculator

Savings Calculator

401(k) and IRA Minimum Required Distribution Calculator

401(k) 'Save the Max' Calculator