Calculators

How much life insurance do you need? Is it better to lease or buy a vehicle? Should you refinance your home?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They cannot consider your complete situation, so you should seek advice before making any financial decisions based on the results. Simply click on one of the general financial topics below, and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Saving & Investing

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Savings Accumulation

    Estimate the future value of your current savings.

Cash Management

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Management