Financial Calculators are a crucial component for every investor…

Put your plans to the test with the calculators below to see where you stand.


“Stress Test” your retirement plan with this calculator. Practice by putting in different inputs to see whether your plan is on track or not. This can be a useful tool for helping identifying whether you are prepared or not for retirement.

Want to take a deeper dive into retirement planning? Schedule an appointment below to do a retirement planning session with our in office software, and consultation with an advisor.

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Don’t wait.

Retirement Calculators are important part of any investors plan no matter what stage your at.

 
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Compound Interest

when you earn interest on both the money you've saved and the interest you earn. ...

 

Compound interest can be investors best friend. It causes your investment grow faster, and can be an important tool for building wealth. Use our calculator above to try it out and see for yourself.

 
 

Present Value is an important calculation because it allows investors to judge whether or not the price they pay for an investment is appropriate.

 
 
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Use information like starting amount, rate of return, and number years to find your annual payout amount.

 
 

Buying a home is a important decision for anyone. Having the ability to calculate your monthly payment is crucial for any potential home buyer. Use this Mortgage Calculator above to find out what your new homes monthly payment could be.

 
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Use inputs such as current price, par value, coupon rate, and years to maturity to calculate your bonds Yield to Maturity.

 

Have questions about any of these calculators?

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Present Value

the value in the present of a sum of money, in contrast to some future value it will have when it has been invested at compound interest.

 
 

Annuity Calculators are important for investors because it helps give them a better understanding of expected future payouts or payments. Use of calculator above to get a better understanding of your situation.

 
 
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Input your loan amount, mortgage rate, and years to pay to find your estimated monthly payment.

 

One of the most important factors of choosing a bond is understanding its yield to maturity. This is the total rate of return a that will have been earned by a bond when it makes all its interest payments, and is an important factor for any investor when it comes to comparing potential bonds.