Mortgage Calculators
The following online calculators serve as helpful tools during the mortgage process.
Mortgage Calculator
Use this calculator to determine your monthly mortgage payment and amortization schedule.
Home Rent vs. Buy Calculator
Are you better off buying your home, or should you continue to rent?
ARM vs. Fixed Rate Mortgage
Use this calculator to compare a fixed rate mortgage to a Fully Amortizing ARM.
Mortgage Refinance Calculator
Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.
Mortgage Debt Consolidation Calculator
This calculator is designed to help determine whether using a mortgage to consolidate your debt is right for you.
Mortgage Payoff Calculator
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Tax Savings Calculator
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
Wealth Calculators
The following online calculators serve as helpful tools for Wealth Management clients.
Investment Management
Annual Rate of Return Calculator
Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Investment Distributions Calculator
This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Present Value Calculator
Use this calculator to determine the present value of a known final future value plus a stream of deposits.
Future Value Calculator
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
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Retirement Plan Services
401(k) Calculator
Use this calculator to see why a 401(k) is a retirement savings plan you cannot afford to pass up.
Roth 401(k) vs Traditional 401(k) Calculator
Use this calculator to determine which 401(k) contribution type might be right for you.
Required Minimum Distribution (RMD) Calculator
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.
Financial Planning
Cool Million Calculator
Find out when your savings plan may make you a millionaire!
Don't Delay Your Savings! Calculator
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
Retirement Shortfall Calculator
Use this calculator to find a potential shortfall in your current retirement savings plan.
