Calculators

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Retirement

Estate Tax Planning Calculator

Estate Tax Planning Calculator Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a

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Savings

Net Worth

Net Worth Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it

But I Don't Wanna Retire
Retirement

Retirement Planner Calculator

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

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Investing

Investment Savings and Distributions

Investment Savings and Distributions Use this calculator to help you determine how long your investment savings might last. Enter your current savings plan in the

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Retirement

Retirement Plan Withdrawal Calculator

Retirement Plan Withdrawal Calculator Withdrawing money from a qualified retirement plan, such as a Traditional IRA, 401(k) or 403(b) plan, among others, can create a

take control of your finances
Debt

Amortizing Loan Calculator

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

Retirement

401(k) Calculator

401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all

Budget

Debt-to-Income Ratio

Debt-to-Income Ratio Use this calculator to quickly determine your debt-to-income ratio. This is the percentage of your gross income required to cover your housing and

take control of your finances
Debt

Mortgage Calculator

Mortgage Calculator Use this mortgage calculator to determine your monthly payment and generate an estimated amortization schedule. Quickly see how much interest you could pay

Major Purchases

Home Rent vs. Buy Calculator

Home Rent vs. Buy Calculator Should you rent or should you buy your home? It takes more than looking at your mortgage payment to answer

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Savings

Cool Million Calculator

Cool Million Calculator What might it take to save one million dollars? This financial calculator helps you find out. Enter in your current savings plan

Understanding Mutual Funds
Investing

Investment Goal Calculator

Investment Goal Calculator What will it take to reach your investment goal? Use this investment goal calculator to determine how much your investment might grow

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Budget

Should My Spouse Work?

Should my spouse work? This calculator is designed to help you see the financial impact of adding, or removing, a spouse’s income to your household.

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Investing

Lump Sum Future Value Calculator

Lump Sum Future Value Calculator Use this calculator to determine the future value of an investment. Javascript is required for this calculator. If you are

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Investing

Future Value Calculator

Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic

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Savings

Emergency Savings Calculator

Emergency Savings Calculator Having adequate emergency savings can make unforeseen unemployment, auto repairs, medical emergencies, property damage and even legal issues more manageable. With adequate

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Major Purchases

Lease vs. Buy Calculator

Lease vs. Buy Calculator Should you lease or buy your car? Use this calculator to find out! We calculate your monthly payments and your total

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Major Purchases

Car Loan Calculator

Car Loan Calculator Use this calculator to help you determine your monthly car loan payment or your car purchase price. After you have entered your