Calculators

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We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

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BORROWING

Mortgage Calculator I                                                                  Mortgage Calculator II
Use these calculators to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate.

Mortgage Refinance Calculator
Use this calculator as a supplemental guide for your mortgage refinancing decision. 

Interest Savings on Additional Principal Payments
Use this calculator to determine your savings on additional payments towards your principal. 

Buying vs. Leasing – Auto
Use this calculator to determine if you should lease or buy your next vehicle. 

Debt and Credit Card Pay Off Calculator I                         Debt and Credit Card Pay Off Calculator II
Use this calculator to determine the length of time needed to pay off a loan with a given balance, a minimum monthly payment and an APR. Also, use this calculator to determine the monthly payments needed to pay off a certain loan within a given time.  

Loan Amortization Schedules
This amortization calculator will help you determine how much of your monthly payment will go towards the principle and how much will go towards the interest of your loan. 

 

SAVINGS

Children’s Education Savings I                                          Children's Education Savings II                   
Use these calculators to evaluate and determine if you need to make changes to your college savings plan.

Investment Needed to Achieve Goal                                  Saving Goals
Use these calculators to determine the investment needed to achieve your goal.

 

RETIREMENT 

Retirement Income Planner I                                             Retirement Income Planner II
Use these calculators to evaluate your retirement income plan. 

Regular IRA vs. Roth IRA – Annual Contribution
Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Minimum IRA Distribution
Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.

IRA Distribution Before Age 59 1/2 Calculator
This calculator computes exceptions from the penalty for early distribution (before age 59 1/2) from an IRA.

Social Security Benefits
Use this calculator to estimate your Social Security Benefits depending on your date of birth and on your earnings history.

 

 

 

 

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