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Investor Tools & Calculators

Investment Calculators


Adjustable Rate Mortgage Calculator

This calculator helps you to determine what your adjustable mortgage payments will be.

APR Calculator for Adjustable Rate Mortgages

Use this calculator to find the APR on your adjustable rate mortgage.

ARM & Interest Only ARM vs. Fixed Rate Mortgage

Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Balloon Mortgages

A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.

Bi-weekly Payment Calculator

Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Bi-weekly Payments for an Existing Mortgage

This calculator shows you the possible savings by starting to pay your current mortgage with bi-weekly payments, instead of monthly payments.

Blended Rate Mortgage Calculator

This calculator helps you determine the effective, or blended, interest rate you would pay if you use a first and a second mortgage to finance the purchase of a home.

Fixed Rate Mortgage vs. Interest Only Mortgage

Use this calculator to compare a fixed rate mortgage to Interest Only Mortgage.

Fixed Rate Mortgage vs. LIBOR ARM

Use this calculator to compare a fixed rate mortgage to a LIBOR ARM.

Interest Only ARM Calculator

Interest only mortgages can provide you with very low monthly payments, however you are not paying off any principal during the interest only period.

Interest Only Mortgage Calculator

Use this calculator to generate an amortization schedule for an interest only mortgage.

Maximum Mortgage

Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.

Mortgage APR Calculator

Use this calculator to find the APR on your mortgage.

Mortgage Comparison 15 yr vs 30 yr

Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Mortgage Debt Consolidation

This calculator is designed to help determine whether using a mortgage to consolidate your debt is right for you.

Mortgage Loan Calculator

Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Loan Calculator (PITI)

Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.

Mortgage Payoff

Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points Calculator

Should you buy points? Use this calculator to find out.

Mortgage Qualifier

Can you buy your dream home? Find out just how much you can afford!

Mortgage Refinance Break Even

Should you refinance your mortgage? Use this calculator to determine when you will break even.

Mortgage Required Income

Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income.

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.

Option ARM vs. Fixed Rate Mortgage

Use this calculator see how a minimum payment on an Option ARM Mortgage can save you money on your monthly mortgage payment.

Refinance Interest Savings

Use this calculator to see how much interest you can save by refinancing your mortgage!

Rent vs. Buy

Are you better off buying your home, or should you continue to rent?

Personal Finance Calculators


Basic Financial Calculator

This works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.

Checkbook Balancer

Balance your checkbook with this quick and easy calculator.

Credit Assessment

How is your credit? Use this calculator for a quick assessment!

Home Budget Analysis

Analyze your budget, see where your money goes and find out where you can improve!

Life Expectancy

This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

Net Worth

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

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.

Student Budget

This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.

Savings Calculators


Benefit of Spending Less

Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.

College Savings

Use this calculator to help develop or fine tune your education savings plan.

Compound Savings Calculator

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Compounding and Your Return

This calculator demonstrates how compounding can affect your savings.

Cool Million

Find out when your savings plan may make you a millionaire!

Don't Delay Your Savings!

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.

Emergency Savings Calculator

This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.

Lunch Savings

Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.

Savings Distribution Calculator

Use this calculator to determine savings balance after a series monthly, quarterly or annual withdrawals.

Savings Goals

What will it take to reach your savings goal? This financial calculator helps you find out.