|How should I allocate my assets?
|Compare taxable vs. tax-free investment return
|What is the value of a bond?
|What is the return on my real estate investment?
|What is the value of compound interest?
|What is the value of a call or put option?
|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
|Tax savings of a qualified retirement/cafeteria plan
|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?
Home & Mortgage Calculators
|How much home can I afford?
|Should I refinance my home mortgage (breakeven)?
|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)?
|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?
Qualified Plans Calculators
|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?
|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?