Financial Calculators

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.

 

Refinance BreakevenShould you refinance your mortgage? Use this calculator to determine when you will breakeven!
Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Social SecurityUse this calculator to estimate your Social Security benefits.
Roth vs Traditional IRAUse this calculator to determine which IRA is right for you.
Lease vs BuyShould you lease your next automobile or finance it? Find out with this calculator!
Section 125 Cafeteria PlanUse this calculator to see how participating in your employer's "Section 125 Cafeteria Plan" can help you pay less tax, and increase your net take home pay.
Profit MarginThis calculator can help you determine the selling price for your products to achieve a desired profit margin. By entering the wholesale cost, and either the markup or gross margin percentage, we calculate the required selling price and gross margin.
Financial RatiosThis calculator is designed to show you ten different financial ratios. Financial ratios are used as indicators that allow you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Business Debt ConsolidationShould you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you. Fill in your loan amounts, credit card or credit line balances and other outstanding debt. You can then see what your monthly payment would be with a consolidated loan.