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Calculators & Tools

The calculators and tools below will help you plan for your future financial security.

Auto & Home

What vehicle can I afford?

Calculate the how much you can spend on a vehicle based on your down payment, desired monthly payment, annual interest rate, and loan terms.

Vehicle Affordability Calculator

What home can I afford?

Calculate the home loan you can afford based on your income, expenses, down payment, interest rate, and loan terms.

Home Affordability Calculator

Household Inventory List

Start and maintain a detailed listing of your home inventory and possessions.

Household Inventory List (PDF)

Household Inventory List (Excel)

Life & Health

Affordable Care Act Tool

See how the Affordable Care Act affects you and understand your options.

Explore the Affordable Care Act


Retirement Needs Calculator

Answer questions related to your retirement goals based on age, expected length of retirement, estimated living expenses, and more.

Retirement Needs Calculator

Savings & Investing

Budget Calculator

Review how much you're spending monthly or annually.

Open the Budget Calculator

Savings Goal Calculator

Calculate how long it will take to reach your goal based on your current savings balance.

Open the Savings Goal Calculator

Budget Worksheet

Set up a personal budget on a printable worksheet.

Complete a Budget Worksheet

Debt Payoff Worksheet

Set up a printable budget for debt obligations and start eliminating burdensome debt.

Complete a Debt Payoff Worksheet

Spending Worksheet

Track on a printable worksheet how much money you spend each month.

Open the Spending Worksheet

Pay off debt or invest?

Determine whether you should pay off debt or invest based on rates for each.

Use the Pay Off Debt or Invest Tool

Holiday Budget Worksheet

Set up a printable budget to track gift giving for any holiday.

Open the Holiday Budget Worksheet

College Savings Calculator

Calculate how much you should be saving based on current savings and inflation.

Use the College Savings Calculator

Net Worth Calculator

Determine your net worth by comparing your assets and liabilities.

Open the Net Worth Calculator