Financial Tools
Investment Calculators
Interactive calculators to help you make informed financial decisions and plan for your future.
Our Financial Calculators
Tools to help you plan and make better financial decisions
Compound Interest Calculator
See the power of compound interest over time and how small changes in interest rates can make a big difference.
Investment Returns Calculator
Project the future value of your investments based on different contribution amounts, time periods, and rates of return.
Tax-Equivalent Yield Calculator
Compare taxable and tax-free investment returns to see which offers the better after-tax yield.
Retirement Calculator
Estimate how much you need to save for retirement and whether your current savings plan will get you there.
College Savings Calculator
Plan for future education expenses and determine how much you should save monthly to reach your goal.
Mortgage Calculator
Calculate monthly mortgage payments and see how much total interest you'll pay over the life of your loan.
Available Calculators
Explore our interactive financial calculators to help plan your financial future.
Compound Interest Calculator
See how your money can grow over time with compound interest.
Investment Returns Calculator
Project future investment values based on different scenarios.
Tax-Equivalent Yield Calculator
Compare taxable and tax-free investment returns.
How to Use Our Calculators
Making the most of these financial tools
Enter Your Personal Data
Our calculators use your actual financial information to provide personalized results. The more accurate your inputs, the more valuable the output.
Adjust Variables to See Different Scenarios
Try different scenarios by changing variables like contribution amounts, interest rates, or time periods to see how they affect your results.
Save or Print Your Results
After running calculations, you can save or print your results for future reference or to discuss with your financial advisor.
Understanding the Results
How to interpret calculator outputs
Focus on Trends, Not Just Numbers
While the specific numbers are helpful, pay attention to how changes in your inputs affect the overall trend in results.
Consider All Variables
Remember that calculators may not account for all variables that could affect your financial situation, such as changes in tax laws or unexpected life events.
Use Results as a Starting Point
These calculators provide excellent guidance, but should be used as a starting point for deeper financial planning with a professional advisor.
Regular Recalculation
As your financial situation changes, come back and recalculate to ensure your financial plans remain on track.
Need Help Understanding Your Results?
Our financial advisors can help you interpret calculator results and create a personalized financial plan.