Calculators

  • College

    • What are the advantages of a 529 college savings plan?
    • What are the advantages of a Coverdell ESA?
    • What are the payments on a parental (PLUS) loan?

    Home and Mortgage

    • Mortgage calculator
    • Should I convert to a bi-weekly payment schedule?
    • Should I pay discount points for a lower interest rate?

    Insurance

    • How much will I earn in my lifetime?
    • How much disability income insurance do I need?

    Investments

    • How should I allocate my assets?
    • What is the dividend yield on a stock?
    • What is my risk tolerance?

    Retirement

    • Social security retirement income estimator
    • Should I convert discretionary expenses to savings?
    • I'm retired, how long will my savings last?

    Saving

    • Calculate rate of return
    • Becoming a millionaire
    • How much should I save to reach my goal?

    Taxes

    • Will my investment interest be deductible?
    • What is my tax-equivalent yield?
    • What is my potential estate tax liability?