Helping you save money and plan for your future.

Calculators

We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child's college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.

Qualify for Home Purchase

This calculator indicates whether or not you qualify for a conventional mortgage.

Mortgage Refinance Breakeven

Use this calculator to determine if you should refinance your mortgage and when you will break even.

Pay Points on Mortgage

This calculator helps to determine if reducing your mortgage interest rate by paying points is the best option.

Time To Payoff Credit Card

Use this calculator to calculate the monthly payment and length of time it will take to pay off your credit card.

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration's Quick Calculator.

Second Income Calculator

Use this calculator to estimate your additional monthly net pay after expenses if your spouse is working.

Paycheck Calculator - Salaried

This calculator computes net or gross pay for a single paycheck and displays the various withholdings.

Minimum IRA Distribution

Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.

Monthly to Bi-Weekly Loan Conversion

This calculator shows how much sooner a loan or mortgage can be paid off and how much interest and expense can be saved if the payments are changed from monthly to bi-weekly and the payment amount is cut in half.

Buying vs. Leasing - Auto

Use this calculator to determine if you should lease or buy your next vehicle.

Retirement Income Planner

Use this calculator to evaluate your retirement income plan.

Paycheck Calculator - Hourly

This calculator computes gross and net pay for an hourly paycheck and displays the various withholdings.

Years to Become a Millionaire

This calculator computes the number of years it will take for an initial investment along with monthly contributions to accumulate to $1 million.

Investment Needed to Achieve Goal

Use this calculator to determine the investment needed to achieve your goal.

Children's Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.

Auto Loan Payment Calculator

Use this calculator to calculate an auto loan amount based on your desired monthly payment or to calculate a monthly payment based on an auto loan amount.

Regular IRA vs. Roth IRA - Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Loan Amortization Calculator

Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.

Loan Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.

IRA Distribution Before Age 59 1/2 Calculator

This calculator computes exceptions from the penalty for early distribution (before age 59 1/2) from an IRA.

Flexible Spending Account Calculator

This calculator shows the effect a Flexible Spending account will have on your net pay.

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INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Taxmaster Financial Services. INVEST does not provide tax or legal advice.

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