Calculators
Are you fiscally fit?
Organization is the key to financial success. You can explore your own financial information in greater detail by using these powerful tools for forecasting and assessing your financial choices. As you organize your financial records you gain the knowledge you need to become a better decision-maker. During the process, you'll discover some expenses you may want to eliminate, or some smarter ways of handling payments.
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Budget Planner Click here to download: PC | MAC Budgets arent just for the holidays. A working budget is the centerpiece of any solid financial plan. This downloadable tool will help you track your income and expenses with the convenience and security of having it on your own computer. (* This tool will save to your desktop so that you may save your changes and update your budget regularly. You need the PC program WinZip® or the MAC program StuffItTM in order to access these files.) |
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| Save
A Million
Ever wondered how much money you would have if you saved on a regular basis? Try Save A Million to see the power of compounding and the long-term benefits of saving on a regular basis. |
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| Rework
Budget
Do you wonder where all your money goes? Use Rework Budget to help you get organized and see what you can do to keep more of your money.
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| Entertainment
Planner
How much do you plan to spend on hosting parties? Don't forget all the costs involved. This budgeting tool can help. |
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| Travel Calculator
If you plan to travel soon, take some time to note how much it will cost you. This budgeting tool can help. |
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| Credit
Card
What's the true cost of credit card purchases? Use Credit Card to see the effects of the amount you pay on the total cost of your items. |
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| Loan
Which loan terms are better? Use Loan to calculate the cost of a loan or to compare the cost of two different loans. |
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| Gift
Log
Keep track of who is on your shopping list, how much you plan to spend and how well you stick to your gift budget. |
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| Holidays:
How Much Should You Spend?
Your holiday spending should be based on your income. So how much spending makes sense for you? Find out using this easy calculator. |
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| Auto
Loan
It?s important to know what price range to look in when shopping for a car. Binding yourself to a car payment that you can?t afford can have a serious negative effect on your finances. |
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| Save
for College
Saving for college can be a tricky process. First, you need to decide what type of school the benefactor of this money will attend. Then, there are expenses beyond tuition. Books, materials, off-campus housing, food, etc. You also have to consider that as you save, prices will also increase. |
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| Back
to School Budgeting
Give your children hands-on experience with this quick and easy Back-to-School Budget Calculator. The calculator will help you and your student consider all of your expenses, make necessary adjustments, and hit the stores armed with your pre-determined budget! Check out the "Helpful Tips" for more ways to teach your kids smart money management habits as you shop. |
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| Budgeting for Baby
Preparing for a new addition? According to government estimates, the average middle-income family will spend roughly $10,000 on child-related expenses in the first two years of life ($8,000 for a second child), and some experts suggest that figure may be too low. (Women's Issues) Let us help you calculate your new budget plan for one-time and monthly expenses.
Compare Costs: Enter your
cost estimates for the following
items that you expect to purchase: We
will compare what you expect to pay
with actual retail prices. We will
then help you calculate your new
budget plan for one-time and monthly
expenses. |
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These interactive calculators are intended as educational tools, not investment advice. The information presented is not intended to advise you of strategies applicable to your specific situation but rather to highlight issues for your consideration. Therefore, you should always consult your financial or tax advisor. Your own goals and investment timeline will help you develop a specific investment strategy.
The retirement calculator simplifies several retirement planning issues. Tax rates, inflation rates and projected Social Security benefits need to be considered to get a fuller picture. It also reflects today's dollars; therefore you will need to re-calculate your retirement needs annually and as your salary and circumstances change.
So, whether you are just starting out
or managing your nest egg, the calculators
provided here can help you make important
decisions about your retirement.
