Financial Calculators

Mortgage Calculators

• Mortgage Loan
  Use this calculator to determine your monthly payment and amortization schedule.
• Mortgage Loan Calculator with Taxes and Insurance (PITI)
  Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
• Mortgage Qualifier
  Can you buy your dream home? Find out just how much you can afford.
• Mortgage Payoff
  Save thousands of dollars in interest by increasing your monthly mortgage payment.
• Refinance Interest Savings
  Use this calculator to see how much interest you can save by refinancing your mortgage.
• Mortgage Refinancing
  Get a sense of how refinancing your mortgage may help reduce your monthly payments.

Auto Loan Calculators

• Auto Loan
  Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
• Dealer Financing vs Credit Union Financing
  Use this calculator to help you determine whether you should take advantage of low interest dealer financing or credit union financing combined with a manufacturer rebate.

Budgeting & Savings Calculators

• Savings
  Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
• Budgeting Tool
  Budgeting is made easier with this tool that can help you start meeting your financial goals.
• Monthly Budget Tool
  Explore your monthly fixed and flexible expenses and identify areas for additional saving.
• Emergency Savings
  Discover recommendations for how much to maintain in an emergency fund, in case of job loss or minor emergencies.

Student Loan Calculators

• Student Loan Refinancing
  Explore how refinancing your student loans may reduce your total loan payment and/or your monthly payment.
• Saving for Higher Education
  See how far your college savings will go, to estimate additional money you may need to save.

Retirement & Investment Calculators

• Borrowing From Your Retirement Plan
  Understand the impact of taking a loan from your retirement account.
• Planning for Retirement Expenses
  Predict how much money you will need to cover your expenses in retirement.
• Pension
  Explore how much you can expect to receive from your pension in retirement by looking at your plan type, retirement age, and time at that employer.
• Withdrawals in Retirement
  See how annual withdrawals will impact your retirement account, so you know how long your savings should last.
• Your Retirement Lifestyle
  Estimate how your lifestyle choices in retirement will affect your expenses.
• Pre-tax vs. Roth Analyzer
  See the differences between pre-tax and Roth retirement savings accounts, to choose which one is best for you.
• Roth Conversion Analyzer
  Estimate how much more or less you’d owe in taxes by converting some or all of your retirement account to a Roth.
• Withdrawals Before Retirement
  See the impact to your retirement savings of withdrawing money prior to retirement.
• Retirement Account Rollover
  Explore options for rolling over or cashing out your retirement account.
• Minimum Required Distributions
  Understand when, and how much, you will be required to begin withdrawing from your retirement savings.
• Paying Debt vs. Investing
  Deciding whether to invest or pay down a debt? Compare your rate of return to the cost of your debt.
• Growing Your Investment
  Estimate how much money you will earn from your investments over time.
• Investing with your Health Savings Account
  See how much money you could earn if you invested the funds in your HSA.
• Life Insurance Planning
  See whether your current life insurance coverage is enough to cover your dependent's future expenses.

Other Calculators

• Enhanced Loan
  Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
• Snowball Debt Elimination
  This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
• Debt Payoff
  Find out how much interest you can save by paying off your debts by comparing different pay-down methods.