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Financial Calculators

Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful from time to time. If you know of a good tool that is not included here, let us know.  And, if you have any questions with the financial calculator or want help managing your finances, contact us today.

Retirement Calculator  Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

College Savings Calculator 

  • Compare the costs of different colleges or use national averages for public or private colleges
  • Consider scenarios where a portion of college costs will be funded by other sources (e.g., grandparents, scholarships, loans)
  • Generate a personalized report that includes a summary of projected savings and costs, as well as tips and strategies for college savings

Figures shown are hypothetical and for illustrative purposes only.

Payroll Deduction Analyzer This calculator lets you see how your paycheck may be affected by in increase or decrease of your retirement plan contribution.

Mortgage Calculator  Bankrate has a simple tool to help you evaluate the monthly mortgage payment when you are considering buying a home or refinancing.

Required Minimum Distribution Calculator Learn how much money the government requires you to withdraw from your IRA when you reach age 70 1/2.

Learn the value of your United States Savings Bonds

ROTH vs. Traditional IRA Calculator

Note: The IRA Evaluator is intended to serve as an educational tool, not investment or tax advice. Your circumstances are unique, therefore you should consult an investment professional if you feel you need more personal advice. Because your circumstances will probably change over time, it is a good idea to review your financial strategy periodically to be sure it continues to fit your situation. All examples are hypothetical and are intended for illustrative purposes only.