Calculators

 
 

Mortgage Loan Calculator

Use this calculator to generate an amortization schedule for your current mortgage. Quickly see how much interest you will pay and your principal balances. You can even determine the impact of any principal prepayments. Press the report button for a full amortization schedule, either by year or by month.  Launch

Mortgage Refinance Breakeven Calculator

How long will it take to break even on a mortgage refinance? That depends on a multitude of factors. These factors include your current interest rate, the new potential rate, closing costs, and how long you plan to stay in your home. Use this calculator to sort through the confusion and determine if refinancing your mortgage is a sound financial decision.  Launch

Amortizing Loan Calculator

Enter your desired payment and let us calculate your loan amount. Or enter the loan amount and we will calculate your monthly payment. Then you can examine your principal balances by payment, total of all payments made, and the total interest paid. Press the View Report button for a monthly payment schedule.  Launch

Retirement Planner Calculator

Quickly determine if your retirement plan is on track, and learn how to keep it there.  Launch

Variable Annuity Calculator

Contributing to a variable annuity creates long-term tax deferred growth. Use this calculator to see how a variable annuity might fit into your retirement plan.  Launch

College Savings Plan Calculator

Saving for your children's education requires a long-term plan. And like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine tune your education savings plan.  Launch

Savings Goals Calculator

What will it take to reach your savings goal? This calculator helps you find out. Enter your savings plan and see your financial results graphically. Click the View Report button for more information about your plan and what you can do to ensure it is on track.  Launch

Savings Calculator

Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additions to your savings add up over time. This calculator demonstrates how to put this saving's strategy to work for you.  Launch

Life Insurance Calculator

How much life insurance do you need? Enter your current assets, expenses, and income and let us determine how much life insurance you need. You can also adjust the inflation rate and your expected rate of return to see how these variables can impact your insurance needs. Press the View Report button to see a year-by-year breakdown of your family's future income and expenses.  Launch