Calculators

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

Retirement & Inflation

Taxes & IRAs

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

Saving & Investing

Cash Management

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck