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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.

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1040 Tax

Enter your filing status, income, deductions and credits and we will estimate your total taxes.

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Asset Allocator

See what investment mix matches your age, risk and other factors.

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Auto Loan

Use this calculator to help you determine your monthly auto loan payment or purchase price.

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Home Budget

See where your money goes—and where you want it to grow.

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Home Mortgage Loan

What kind of payment comes with that dream house? Get an idea here.

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Investment Returns

See how inflation, taxes and time can impact your bottom line.

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Lunch Saver

See how one change like packing your lunch can add up and increase your savings.

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Personal Debt Consolidation

This calculator is designed to help determine whether debt consolidation is right for you.

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Required Minimum Distribution

Determine how much the IRS will require you to withdraw at a minimum.

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Retirement Planner

Quickly determine if your retirement plan is on track and learn how to keep it there.

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Savings Goals

What’s it going to take to reach your goals? This financial calculator helps you find out.

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Amortizing Loan

Enter your desired payment for a loan amount —or vice versa.