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Financial Calculators

These financial calculators, available through the Financial Industry Regulatory Authority (FINRA)can help you evaluate your financial goals.

Savings Calculator

This savings calculator can help you see how a consistent approach to investing can make your money grow. Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.

Fund Analyzer

Get information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.

Retirement Calculator

Estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in.

College Savings

Use our College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs. You also may want to read FINRA’s publication providing information and guidance about college savings plan options, including 529 plans.l.

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