Financial
Calculators

What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Tax Calculators

Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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