Financial Calculators


Car Loan

A calculator to help you determine your monthly car loan payment or your car purchase price.


Buy vs Lease

Should you buy or lease your next car? Use this calculator to make an informed decision! 


Debt Roll Down

The credit card roll-down applies two simple principles to paying off your credit card debt.


Emergency Fund

Having adequate emergency savings can make unforeseen expenses more manageable.


Future Value

Determine the future value of an investment which can include initial and periodic deposits.


Lump Sum

Use this calculator to determine the lump sum future value of an investment.



The financial impact of adding or removing a spouse's income to your household budget.


Investment Goal

How much may your investment grow before taxes, after taxes, and after taxes and inflation?

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Financial Calculator

Debt Elimination

The Snowball Debt Elimination Calculator applies a simple principle to paying off your debt.

Financial Calculator


Determine your monthly payment and generate an estimated amortization schedule.

Financial Calculator

Rent or Buy

Weed through the fees, taxes and monthly payments to make an informed decision.

Financial Calculator


The percentage of your gross income required to cover your housing and debt payments.

Financial Calculator

401(k) Plans

Contributions and earnings are tax-deferred and many employers provide matching contributions.

Financial Calculator

401(k) Rollover

Manage your 401(k) balance when you leave an employer. Should you spend it or save it?

Financial Calculator

Simple Loan

Enter your desired payment or loan amount and we'll calculate your monthly payment.

Financial Calculator


Recovering from a devastating investment loss takes both time and very often new contributions. Learn more!

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What might it take to save one million dollars? This financial calculator helps you find out.


Estate Planning

Project the value of your estate, and the associated estate tax, for the next ten years.


Net Worth

Determine your net worth and estimate how it could grow (or shrink) over the next ten years.


Distribution (1)

Determine how much your investment savings could be worth, and how long it might last.


Distribution (2)

How long will your retirement savings will last? This is based on your retirement savings and your inflation adjusted withdrawals.


Retirement Plan

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.



Determine what your net withdrawal from a retirement plan would be after taxes and penalties are taken into account.


Coming Soon

We update our calculators quarterly and add new ones on occasion. Check back frequently!

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2019 Tax Prep: Back to Basics

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It’s tax time again. And while the federal income tax filing deadline for 2019 has been extended to July 15, 2020, that date will be here before you know it. Whether you’re preparing your own taxes or seeking professional assistance, here’s some guidance on what documents you need and where to get additional support to…

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