Financial Calculators

Financial Calculators

Run quick estimates with our planning calculators

Tax Calculator

Estimate your federal tax and explore scenarios.

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Mortgage Calculator

Estimate monthly payments, total interest, and amortization.

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Retirement Calculator

Estimate how savings and contributions could grow over time.

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Investment Calculator

Project investment growth over time with compounding.

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Education Savings Calculator

Plan for education costs and savings progress.

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Auto Loan Calculator

Estimate auto loan payments and financing costs.

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Tax Calculator

Estimate federal income tax using selected-year brackets and standard deductions.

Used only if standard deduction is unchecked.

Updates as you type.

Estimated Results

Taxable income $0
Estimated federal tax $0
Effective tax rate 0%

Excludes state and local taxes and credits beyond those entered.

Mortgage Calculator

Estimate monthly principal and interest payments.

Principal and interest only; taxes and insurance excluded.

Estimated Results

Loan amount $0
Monthly payment $0.00
Total interest $0
Total of payments $0

Assumes fixed-rate amortization.

Retirement Calculator

Project retirement savings based on contributions and assumed returns.

Assumes monthly contributions.

Estimated Results

Projected savings $0
Total contributions (incl. current balance) $0
Investment growth $0

Results are estimates and do not guarantee future performance.

Investment Calculator

Model compounding for a lump sum and ongoing contributions.

Uses monthly compounding.

Estimated Results

Ending balance $0
Total contributions (incl. current balance) $0
Estimated growth $0

Assumes a constant rate of return.

Education Savings Calculator

Estimate future education costs and savings progress.

Savings growth assumes monthly compounding.

Estimated Results

Future annual cost $0
Projected savings $0
Estimated funding gap $0

Positive is surplus; negative is shortfall.

Auto Loan Calculator

Estimate auto loan payments with down payment and trade-in.

Principal and interest only.

Estimated Results

Loan amount $0
Monthly payment $0.00
Total interest $0
Total of payments $0

Assumes a fixed interest rate.

Important Disclaimer

These calculators are for educational purposes only. Results are estimates based on your inputs and are not financial advice. For guidance tailored to your situation, consult a qualified financial advisor.

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