Resources
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.
Mortgage Calculator |
Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
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Mortgage Refinance Breakeven |
Use this calculator to determine if you should refinance your mortgage and when you will break even.
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Loan Amortization Calcualtor |
Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
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Children's Education Savings |
Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
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Social Security Calculator |
Estimate your Social Security benefits using the Social Security Administration's Quick Calculator.
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Regular IRA vs. Roth IRA Annual Contribution |
Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.
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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.
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