Financial Calculators

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  • Social security retirement income estimator
  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings


  • Becoming a millionaire
  • How long will it take to doublemy money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to each my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?


  • What is my life expectancy?
  • What are the chances of becoming disabled?
  • How much will I earn in my lifetime?
  • What are the tax advantages of an annuity?
  • How long will my current life insurance proceeds last?


  • Federal income tax calculator
  • How much self-employment tax will I pay?
  • What is my tax-equivalent yield?
  • Tax refund estimator
  • Tax freedom day

Home & Mortgage

  • Comprehensive mortgage calculator
  • Should I convert to a bi-weekly payment schedule?
  • What are the tax savings generated by my mortgage?
  • Compare an interest-only versus traditional mortgage


  • Will I be able to pay back my student loans?
  • Advantages of the Coverdell ESA.
  • Advantages of a 529 College Savings Plan
  • What is the value of a college education?
  • What are the payments on a parental (PLUS) loan?

Cash Flow

  • Should I pay down debt or invest more?
  • How long will my money last?
  • Historical inflation – Compare purchasing power


  • How long will it take to pay off my credit card(s)?
  • How long until my loan is paid off?
  • What would my loan payments be?
  • What is the balance owing on my loan?
  • Which is better, cash up front or payments over time?
  • What is the impact of making extra debt payments?
  • Should I pay off debts or invest the money?

Paycheck & Benefits

  • Convert my salary to an equialent hourly wage.
  • Convert my hourly wage to an equivalent salary.


  • Auto purchase – Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Auto loan – Accelerted payoff

FINRA Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator