Helpful Calculators

Automobile Calculators

Auto loan - Accelerated payoff
Should I lease or purchase an auto?
Auto purchase - Loan versus 0% dealer financing?

Cash Flow Calculators

Value of reducing or foregoing expenses.
Historical inflation - Compare purchasing power
What is my current net worth?

College Calculators

How much should I be saving for college?
Advantages of a 529 College Savings Plan

Credit Calculators

How long will it take to pay off my credit card(s)?
What is the impact of making extra debt payments?

Insurance Calculators

What are the tax advantages of an annuity?
How much life insurance do I need?
What is my life expectancy?
How much disability income insurance do I need?
What are the chances of becoming disabled?
What are my long-term care insurance needs?

Investment Calculators

What is my risk tolerance?

Home & Mortgage Calculators

Should I rent or buy a home?
Should I refinance my home mortgage (breakeven)?
Mortgage calculator

Paycheck & Benefits Calculators

What may my 401(k) be worth?
What is the impact of increasing my 401(k) contribution?
How will payroll adjustments affect my take-home pay?

Qualified Plan Calculators

What is the impact of borrowing from my 401(k) plan?
How do I maximize my employer 401(k) match?
Should I convert to a Roth IRA?

Retirement Calculators

How will retirement impact my living expenses?
How much will I need to save for retirement?
Social security retirement income estimator
Compare a Roth 401(k) to a Traditional 401(K)

Saving Calculators

Becoming a millionaire

Taxation Calculators

Capital gains (and losses) tax estimator
What is my potential estate tax liability?
Federal Income Tax Estimator (Current Year)
Should I adjust my payroll withholdings?
How much of my social security benefit may be taxable?