Financial Calculators

Here you will find various useful financial calculators. These interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage you to contact us for personalized advice regarding your personal finance.
 

Required Minimum Distribution (RMD) Calculator: When you reach the age of 70 and 1/2, you are required by the IRS to start taking withdrawals from retirement accounts (not including Roth IRAs). This calculator will help you determine what you are required to distribute for the year based on your age.

Return on Investment Calculator: Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. This calculator helps you sort through these factors and determine your bottom line.

Loan Calculator: This loan calculator will help you determine the monthly payments on a loan. Simply enter the loan amount, term and interest rate in the fields below and click calculate. This calculator can be used for mortgage, auto, or any other fixed loan types.

Mortgage Payoff Calculator: How much interest can be saved by increasing your mortgage payment? This mortgage payoff calculator helps you find out. Click the "View Report" button to see a complete amortization payment schedule.