Financial Calculators

Select a link below to use one of our financial calculators.

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Free financial calculators

• Investment Questionnaire

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash equivalent, fixed income and equities that corresponds to your risk tolerance and investment experience.

• Retirement Contribution Effects on Your Paycheck

An employer sponsored retirement savings account could be one of your best tools for creating a secure retirement. Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement savings.

• Roth 401(k) vs. Traditional 401(k)

The Roth 401(k) allows you to contribute to your 401(k) account on an after-tax basis – and pay no taxes on qualifying distributions when the money is withdrawn. For some investors, this could prove to be a better option than contributing on a pre-tax basis, where deposits are subject to taxes when the money is withdrawn. Use this calculator to help determine the best option for your retirement.

• Don’t Delay Your Savings!

Waiting to begin your savings plan can have a huge impact on your results. A delay of even a few years could cost you thousands of dollars. This calculator helps show you how much postponing your savings plan can really cost.

• Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. One of the most important aspects of controlling your budget is to determine where your money is going. This calculator helps you do just that.