Financial Calculators
Get started here.
Buying a house. Building a retirement. Changing a habit. Our experienced team is here to look at how to best reach your goals. In the meantime, explore our suite of financial calculators to get started. Estimate taxes, compare loan payments, plan your savings, and see how small changes can add up over time.
1040 Tax
Enter your filing status, income, deductions and
credits and we will estimate your total taxes.
Asset Allocator
See what investment mix matches your age, risk and other factors.
Auto Loan
Use this calculator to help you determine your monthly auto loan payment or purchase price.
Home Budget
See where your money goes—and where you want it to grow.
Home Mortgage Loan
What kind of payment comes with that dream house? Get an idea here.
Investment Returns
See how inflation, taxes and time can impact your bottom line.
Lunch Saver
See how one change like packing your lunch can
add up and increase your savings.
Personal Debt Consolidation
This calculator is designed to help determine
whether debt consolidation is right for you.
Required Minimum Distribution
Determine how much the IRS will require you to
withdraw at a minimum.
Retirement Planner
Quickly determine if your retirement plan is on
track and learn how to keep it there.
Savings Goals
What’s it going to take to reach your goals? This
financial calculator helps you find out.
Amortizing Loan
Enter your desired payment for a loan amount
—or vice versa.
