Set goals and plan for the future with ourFinancial Calculators
Whether you’re planning for college, setting up a retirement account, or launching a business, our calculators provide a solid foundation to begin your financial strategy.
For additional guidance, connect with a team member to further your journey to success.
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Save for College
Plan for college by estimating future costs, considering time until enrollment, education duration, current savings, monthly contributions, and expected investment returns.
Home Equity Loan or Line of Credit
Compare your options with our Home Equity Payment Summary: see fixed payments for home equity loans versus flexible repayment terms for lines of credit.
Debt Consolidation
Evaluate your debt consolidation options by comparing the total cost and payoff period of consolidating multiple debts into a single loan versus keeping your current debts.
Save for Retirement
Calculate how much more you need to save for retirement by comparing your planned savings to your required savings based on your retirement age, income needs, and current assets.
Traditional 401(k) or Roth 401(k)
Compare the after-tax savings of a Traditional 401(k) and Roth 401(k) to see which option provides more at retirement, factoring in current and future tax rates.
Saving to Start a Business
Determine how much more you need to save to reach your business startup goal by comparing your current savings and savings plan to your total required amount.
Business Loan or Line of Credit
Compare the costs and benefits of a Business Loan versus a Line of Credit, considering fixed payments and lower interest for loans versus flexible repayment and higher costs for lines of credit.
Retirement Income Estimator
Estimate your monthly retirement income by factoring in your cumulative savings, retirement duration, rate of return, and tax rate.
Spend It or Invest in an IRA?
Determine the future value of investing versus spending today by comparing how your current funds will grow in a Traditional IRA or Roth IRA by retirement age.
Save Towards a Goal
Track your progress towards a savings goal by evaluating your current savings, monthly contributions, and rate of return against your target and timeframe.
Are Credit Card Balance Transfers Worth It?
Evaluate if a credit card balance transfer is worth it by comparing the promotional interest rate, transfer fee, and the standard rate after the promo period to your current card’s terms and your payoff timeline.
Calculate Home Closing Costs
Calculate your home closing costs by adding origination charges and settlement services like appraisal, credit reports, and other fees to determine the total expenses for finalizing your purchase.
