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Calculators

Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash..
401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
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.
Roth IRA vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
CD Ladder Calculator Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.
Certificate of Deposit Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD). Just enter a few pieces of information and the tool will calculate your annual percentage yield (APY) and ending balance.
College Savings Use this calculator to help develop or fine tune your education savings plan.
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Should my spouse work? This calculator is designed to help you see the financial impact of having either one or two incomes for your household.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.