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Retirement Savings and Planning

Mortgage Calculators

  • 15 vs. 30-Year Mortgage Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you.
  • FHA Loan Calculator Use this calculator to determine your FHA loan amount and how much cash needed for to complete the home purchase.
  • Home Rent vs. Buy Calculator Are you better off buying your home, or should you continue to rent?
  • Mortgage Calculator Use this calculator to determine your monthly mortgage payment and amortization schedule.
  • Mortgage Calculator with PMI Use this calculator to determine your total monthly mortgage payment including and estimated amount for Private Mortgage Insurance (PMI).
  • Mortgage Debt Consolidation Calculator This calculator is designed to help determine whether using a mortgage to consolidate your debt is right for you.
  • 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.
  • Reverse Mortgage Calculator This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.
  • Should I Refinance Calculator Use this calculator to see how much interest you can save by refinancing your mortgage!

Loan Calculators

Credit Cards and Debt Management

Auto Calculators

Investment Calculators

Tax Calculators

  • 1040 Tax Calculator Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules.
  • Marginal Tax Rate Calculator Use this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
  • Payroll Deductions Calculator W-4 with Exemptions This calculator uses the W-4 with exemptions that was used before the Tax Cuts and Jobs Act (TCJA) compliant version was available. It is largely obsolete, but may be used if an employee has an older version W-4 filed with their employer (new W-4's will not use this version).
  • Self-Employment Tax Calculator If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.
  • Simple Federal Tax Calculator Enter your filing status, income, deductions and credits and we will estimate your total tax for or refund.
  • Social Security Taxable Benefits Use this calculator to determine if any of your Social Security benefits are taxable.

Savings Calculators

  • College Savings Calculator Use this calculator to help develop or fine tune your education savings plan.
  • 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 Calculator Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.
  • Savings Goal Calculator What will it take to reach your savings goal? This financial calculator helps you find out.

Insurance Calculators

Business Calculators

15707 Rockfield Blvd Ste 135
Irvine, CA 92618

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax 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.