Calculators

Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards 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.

Personal Finance

• Home Budget Analysis
  Analyze your budget, see where your money goes and find out where you can improve!
• Net Worth
  This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
• Student Budget
  This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.

Retirement Savings and Planning

• 401(k) Savings Calculator
  A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
• Retirement Planner
  Quickly determine if your retirement plan is on track – and learn how to keep it there.

Savings Calculators

• Cool Million
  Find out when your savings plan may make you a millionaire!
• Savings Calculator
  Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Credit Cards and Debt Management

• Accelerated Debt Payoff
  Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Investment Calculators

• Investment Returns
  There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes, and your time horizon can impact your bottom line.