Tools

Calculators, planners, worksheets, and decision tools for practical financial choices.

Decision tool

Rent vs. Buy Decision Tool

Compare renting and buying based on timeline, cash readiness, flexibility, and ownership tradeoffs.

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Decision tool

Short-Term Savings Options Tool

Choose where short-term cash should live based on timing, access, and flexibility.

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Decision tool

Student Loan Consolidation Fit Check

Check whether federal consolidation solves the issue or another student loan path fits better.

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Decision tool

Student Loan Repayment Options Tool

Review which student-loan repayment lane should come first based on loan type, payment pressure, hardship timing, goals, and income stability.

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Calculator

401(k) Calculator

Estimate your 401(k) retirement balance using contributions, employer match, returns, fees, and inflation.

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Calculator

50/30/20 Budget Calculator

Turn take-home pay into simple targets for needs, wants, savings, and debt payoff.

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Calculator

529 College Savings Calculator

Check whether monthly 529 savings are on pace for future college costs.

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Calculator

Debt Payoff Calculator

Compare debt avalanche and snowball payoff plans using balances, APRs, and extra payments.

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Calculator

Debt-to-Income Ratio Tool

Compare a housing payment against DTI ratios and real take-home cash flow.

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Calculator

Disability Income Gap Calculator

Estimate the income gap a disability could create and how much savings may cover.

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Calculator

Federal Income Tax Estimator

Estimate federal income tax and review deductions, credits, payments, and refund or balance due.

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Calculator

Life Insurance Needs Calculator

Estimate life insurance needs from income replacement, debts, education costs, and existing coverage.

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