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Calculators
Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out.
Investment Calculators |
| Investment Loan |
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk. |
| Investment Returns |
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line. |
| Municipal Bond Tax Equivalent Yield |
Income generated from municipal bond coupon payments are not subject to Federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond. |
| Taxable vs. Tax Advantaged Investments |
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
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Retirement Savings and Planning | | 403(b) Savings Calculator |
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. |
| Pension Plan Retirement Options |
Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| Retirement Pension Planner |
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there. |
| Social Security Benefits |
Use this calculator to estimate your Social Security benefits. |
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Tax Calculators | | Marginal Tax Rate Calculator |
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
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Insurance Calculators | | Comprehensive Life Insurance Analysis |
How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out. |
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