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Calculators

  • IRA Required Minimum Distributions (RMD)
    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
  • Retirement Nest Egg Calculator
    Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
  • Mortgage Qualifier Calculator
    Can you buy your dream home? Find out just how much you can afford!
  • Mortgage Refinance Calculator
    Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.
  • Home Equity Line of Credit Calculator
    How big of a home equity line of credit can you receive? Use this calculator to find out!
  • Car Loan Calculator
    Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
  • Taxable vs Tax Deferred Investments
    This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.
  • 1040 Tax Calculator
    Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
  • College Savings Calculator
    Use this calculator to help develop or fine tune your education savings plan.
  • Home Budget Analysis
    Analyze your budget, see where your money goes and find out where you can improve!