Knowledge Center

Familiarizing yourself with all things financial is a key to becoming more confident as an investor. We have provided a variety of informative and valuable links and lists for you to review at your leisure.



Personal Finance Calculators

  • Home Budget Analysis – Analyze your budget, see where your money goes and find out where you can improve.
  • Net Worth – This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink) over time.
  • Mortgage Loan Calculator – Use this calculator to determine your monthly payment and amortization schedule.
  • Loan Payment and Amount Calculator – Enter your desired payments and let us calculate your loan amount. Or enter in the loan amounts and we will calculate your monthly payment.
  • Loan Comparison Calculator – Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.
  • Auto Loans – Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price.

Investment Calculators

  • Asset Allocator – Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
  • Investment Distributions – This calculator helps you determine either how much or how long periodic distributions can be taken out of an investment before it runs out.
  • Investment Goal Calculator – Use this calculator to see if your investment plan is on track to meet your investment goals, and receive suggestions on how to change it if you are falling short.
  • Investment Returns – There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Retirement Savings and Planning Calculators

  • 401(k) Savings 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.
  • Company Stock Distribution Analysis Calculator – If you own company stock in a retirement plan, you may be able to take advantage of using the long-term capital gains tax rate rather than your ordinary income tax rate on this investment.
  • How Important is Social Security? – Use this calculator to determine how losing this important retirement asset could affect you.
  • Required Minimum Distribution (RMD) – Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
  • Monthly Income Estimator – Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
  • Retirement Planning Calculator – Quickly determine if your retirement plan is on track, and learn how to keep it there.
  • Roth 401(k) or Traditional 401(k)? – Use this calculator to help determine if a traditional 401(k) or Roth 401(k) might be best for you.
  • Roth IRA Savings Calculator – Use this calculator to compare the Roth IRA to an ordinary taxable investment.
  • Roth IRA Conversion – This calculator will show the advantage, if any, of converting your IRA to a Roth.
  • Social Security Benefits – Use this calculator to estimate your Social Security benefits.

Tax Calculators

  • Estate Tax Planning – Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
  • Marginal Tax Rate Calculator – Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.

Insurance Calculators

  • Life Insurance Calculator – How much life insurance do you really need? Find out here.
  • Long-Term Care Calculator – Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.


Links of Interest


Government and Related Sites


Investor Education and Research

Community Links

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