Investment Calculators
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| How should I allocate my assets? |
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| Compare taxable vs. tax-free investment return |
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| What is the value of a bond? |
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| What is the return on my real estate investment? |
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| What is the value of compound interest? |
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| What is the value of a call or put option? |
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| Taxable vs. tax-advantaged saving comparison. |
| What is my risk tolerance? |
| What is the long-term impact of increased return? |
| Certificate of deposit (CD) analyzer |
| What is the dividend yield on a stock? |
| How do expenses impact mutual fund returns? |
| Certificate of deposit (CD) laddering strategy |
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Business Calculators
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| Tax savings of a qualified retirement/cafeteria plan |
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College Calculators
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| How much should I be saving for college? |
| Will I be able to pay back my student loans? |
| Advantages of the Coverdell ESA. |
| Advantages of a 529 College Savings Plan |
| What is the value of a college education? |
| What are the payments on a parental (PLUS) loan? |
| Should I live on campus, off campus or at home? |
| When should I begin saving for child’s college? |
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Home & Mortgage Calculators
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| How much home can I afford? |
| Should I refinance my home mortgage (breakeven)? |
| Mortgage calculator |
| Comparing mortgage terms (i.e. 15, 20, 30 year) |
| Should I pay discount points for a lower interest rate? |
| Should I rent or buy a home? |
| Should I convert to a bi-weekly payment schedule? |
| Compare a ‘no-cost’ vs. traditional mortgage |
| What are the tax savings generated by my mortgage? |
| Which is better, fixed or adjustable-rate mortgage? |
| Adjustable rate mortgage calculator |
| How do closing costs impact the interest rate? |
| Compare an interest-only vs. traditional mortgage |
| How much can I borrow from my home equity (HELOC)? |
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Insurance Calculators
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| How much life insurance do I need? |
| What is my life expectancy? |
| What are my needs for burial and final expenses? |
| How much disability income insurance do I need? |
| What are the chances of becoming disabled? |
| What are my long-term care insurance needs? |
| How much will I earn in my lifetime? |
| What are the tax advantages of an annuity? |
| How long will my current life insurance proceeds last? |
| What is the future value of an annuity? |
| Which is better, comprehensive plan or high-deductible plan with HSA? |
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Qualified Plans Calculators
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| Evaluate my company pension payout options |
| How much can I contribute to an IRA? |
| How much retirement income can my IRA provide? |
| Should I convert to a Roth IRA? |
| What will my qualified plan be worth at retirement? |
| What is my current year required minimum distribution? |
| What is my projected required minimum distributions? |
| What are my lump sum distribution options? |
| How do I maximize my employer 401(k) match? |
| What is the impact of borrowing from my 401(k) plan? |
| What is the impact of early withdrawal from my 401(k)? |
| I’m self-employed, how much can I contribute to a retirement plan? |
| Net unrealized appreciation (NUA) vs. IRA rollover? |
| What are my Stretch IRA distributions? |
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Auto Calculators
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| Should I lease or purchase an auto? |
| Auto purchase – Loan versus 0% dealer financing? |
| What would my auto payments be? |
| Should I upgrade to a more fuel efficient vehicle? |
| Auto loan – Accelerated payoff |
| How much vehicle can I afford? |