Personal Finance Calculators

These calculators are designed to help you find answers to your financial questions. Enter your numbers and the resulting calculations will show the costs and benefits for each scenario you explore.

I N V E S T I N G — Mutual Fund Calculators

• What is my return if I sell now?

• Should I sell my funds now and invest the money elsewhere?

• At what price should I sell fund shares to achieve my desired rate of return?

• How much do fees affect my fund's rate of return?

• Should I wait a year to sell my fund shares?

• Which fund is better?

• Which is better: a front or back load?

• How do exchange rates affect my foreign fund?

• Which is better: load or no load?

• How do growth and income funds compare?

• When will I recover my costs?

I N V E S T I N G — Stock Calculators

• What is my return if I sell now?

• Should I wait a year to sell my stock?

• Should I sell my stock now and invest the money elsewhere?

• What stock price achieves my target rate of return?

• What is my current yield from dividends?

• How much do fees affect my rate of return?

• Which is better: income or growth stocks?

• How do exchange rates affect my foreign stock?

• When will I recover my stock costs?

I N V E S T I N G — Bond Calculators

• What is my yield to maturity?

• What is my current yield on coupon income received?

• What is the bond return if I sell now?

• How will rate changes affect my bond's current value?

• What price should I pay?

• What bond price achieves my target rate of return?

• What might be my yield-to-call?

• Should I wait a year to sell my bond?

• Should I buy a tax-exempt or taxable bond?

• Which is better: discount or high coupon rate?

• Should I buy a zero coupon bond?

• Which bond is better?

C R E D I T  C A R D S — Calculators

• How important is the interest rate?

• How will rate changes affect my balance?

• Is the lower rate worth the annual fee?

• What will it take to pay off my balance?

• Should I consolidate my debts?

• Which is better: Flight Card or Low Rate Card?

• Which is better: Rebate Card or Low Rate Card?

• Should I consolidate my Credit Cards?

B A N K I N G — Calculators

• How much will my savings be worth?

• How will taxes and inflation affect my savings?

• How much difference will the rate make?

• How much, at what rate, when?

P L A N N I N G — Budgeting Calculators

• How much am I spending?

• Should I pay off debt or invest in savings?

• What will it take to pay off my balance?

• How much should I set aside for emergencies?

• How much will it cost to raise a child?

• What's it worth to reduce my spending?

• Should my spouse work too?

P L A N N I N G — Paycheck Calculators

• How does my 401(k) affect my take-home income?

• How much of my paycheck do I take home as a salaried employee?

• How much are my employee stock options worth today?

• How much of my paycheck do I take home as an hourly employee?

• How much of my bonus do I keep after income taxes?

• How much in taxes do I owe on my tip income?

P L A N N I N G — Savings Calculators

• What will it take to save for a college education?

• What will it take to become a millionaire?

• How much will my savings be worth?

• What will it take to save for a vehicle, home, etc?

• How much will taxes and inflation affect my savings?

• How much difference will the rate make?

• What's it worth to reduce my spending?

• How much, at what rate, when?

• Which is better: cash or payments?

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