Retirement Savings and Planning

• 401(k) Spend It or Save It Calculator There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
• Individual 401(k) Contribution Comparison Use this calculator to determine your 2024 maximum Individual 401(k) contribution as compared to three other possible plan options.
• Retirement Account Contribution Accelerator Use this calculator to see how increasing your contributions to a qualified retirement plan can help save for your retirement.
• Retirement Income Calculator Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
• Retirement Nest Egg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
• Retirement Planner for Two Working Spouses with Different Retirements Plan your retirement for a household that has two working spouses that retire at different times. Find out if you are on track - and learn how to stay there.
• Retirement Shortfall Calculator Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
• Should you borrow from a 401(k) or 403(b)? The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.

Mortgage Calculators

• Maximum Mortgage Calculator Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.
• Mortgage Calculator for Purchase Price and Down Payment (PITI) Use this calculator to determine your mortgage payment with taxes and insurance (PITI) when you know the purchase price and down payment amount.
• Mortgage Refinance Calculator Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.

Loan Calculators

• Amortizing Loan Calculator Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Investment Calculators

• Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
• Investment Distributions This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
• Personal Economic Recovery Calculator This calculator can help you determine exactly what it might take to return to your original investment balance.

Tax Calculators

• 1040 Tax Calculator Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules.

Savings Calculators

• Cool Million Calculator Find out when your savings plan may make you a millionaire!

Personal Finance

• Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!

Insurance Calculators

• Life Insurance Calculator Find out how much life insurance you really need!
• Long Term Care Calculator Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

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