Tools

Financial Tools and Calculators

We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

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!
  • Retirement Planner
    Quickly determine if your retirement plan is on track and learn how to keep it there.
  • Social Security
    Use this calculator to estimate your Social Security benefits.
  • Roth vs Traditional IRA
    Use this calculator to determine which IRA is right for you.
  • Savings Goals
    What will it take to reach your savings goal? This financial calculator helps you find out.
  • Cool Million
    Find out when your savings plan will make you a millionaire!
  • Section 125 Cafeteria Plan
    Use this calculator to see how participating in your employer’s “Section 125 Cafeteria Plan” can help you pay less tax, and increase your net take home pay.
  • Required Minimum Distribution
    The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.
  • 72 (t) Distribution
    The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. This allows you to begin receiving money from your retirement accounts before you turn age 59 1/2 without the normal 10% penalty. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

 

 

 

 

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