All Calculators
Regardless of your situation in life, we all have financial decisions to make. Our collection of easy-to-use calculators can help you make the tough decisions throughout life’s many stages. On this single page, you’ll find all of our resource calculators.
We invite you to scroll down and give them a try.
Paycheck & Benefits
Should I adjust my payroll withholdings?
How will payroll adjustments affect take-home pay?
Budgeting
How Much Do I Need for Emergencies?
What is my current net worth?
What is my current cash flow?
Value of reducing, postponing, or foregoing expenses
Automobile Budgeting
Should I lease or purchase an auto?
Auto purchase: Loan vs. 0% dealer financing?
Should I upgrade to a more fuel efficient vehicle?
How much vehicle can I afford?
Debt Elimination
Pay down debt or invest my monthly surplus?
Do I have too much debt?
Restructuring debts for accelerated payoff
Impact of making extra payments on my debt
Retirement
What may my retirement plan account be worth?
The impact of increasing my retirement plan contribution
Evaluate my company pension payout options
How much can I contribute to an IRA?
How much retirement income may an IRA provide?
Should I convert to a Roth IRA?
What will my qualified plans be worth at retirement?
My current year required minimum distribution
My projected required minimum distributions
What are my lump sum distribution options?
The impact of borrowing from my retirement plan
The impact of early withdrawal from my retirement account
What are my Stretch IRA distributions?
72(t) early distribution analysis
How will retirement impact my living expenses?
How much will I need to save for retirement?
Are my current retirement savings sufficient?
Social security retirement income estimator
Compare a Roth contribution to a Traditional contribution
Insurance
How much life insurance do I need?
Your needs for burial and final expenses
Your disability income insurance needs
Your long-term care insurance needs
Home & Mortgage
How Much House Can I Afford?
Should I refinance my mortgage?
Should I rent or buy a home?
Loan Comparison Calculator
Investing & Saving
How should I allocate my assets?
Compare taxable vs. tax-free investment return
What is my risk tolerance?
Long-term impact of increased investment return
Certificate of deposit (CD) analyzer
How do expenses impact mutual fund returns?
College
How much should I be saving for college?
What are the advantages of a Coverdell ESA?
What are the advantages of a 529 college savings plan?
When should I begin saving for my child’s college?
Estate Planning
What is my potential estate tax liability?
2018 federal income tax calculator
How much of my social security benefit may be taxed?
Should I itemize or take the standard deduction?