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.
What home can I afford?
Calculate the home loan you can afford based on your income, expenses, down payment, interest rate, and loan terms.
Household Inventory List
Start and maintain a detailed listing of your home inventory and possessions.
Life & Health
Life Insurance Calculator
Calculate how much life insurance coverage your family may need to cover future expenses in the event of your death.
Disability Income Calculator
Calculate your disability income needs based on your income and expenses.
Long-Term Care Tool
Determine how much long-term care you may need based on your age and inflation.
Affordable Care Act Tool
See how the Affordable Care Act affects you and understand your options.
Find out if you are on track to meet your retirement goals.
Retirement Needs Calculator
Answer questions related to your retirement goals based on age, expected length of retirement, estimated living expenses, and more.
Roth 401(k) Analysis Tool
Generate a detailed analysis of contributing to a Roth 401(k) on your take-home pay, contribution percentages, and multiple tax situations.
Solo 401(k) Limit Calculator
Calculate the maximum amount you can contribute to a Solo 401(k).
Savings & Investing
Risk Tolerance Quiz
Allocate your investment dollars based on your tolerance for investment risk.
Annuity Tax Advantage Tool
Determine potential tax advantages based on savings and assumptions.
Savings Goal Calculator
Calculate how long it will take to reach your goal based on your current savings balance.
Set up a personal budget on a printable worksheet.
Debt Payoff Worksheet
Set up a printable budget for debt obligations and start eliminating burdensome debt.
Track on a printable worksheet how much money you spend each month.
Pay off debt or invest?
Determine whether you should pay off debt or invest based on rates for each.
Holiday Budget Worksheet
Set up a printable budget to track gift giving for any holiday.
College Savings Calculator
Calculate how much you should be saving based on current savings and inflation.