Financial Calculators


401(k) Save the Max Calculator - Determine if you are on track to "save the max" in your 401(k).

529 College Savings Plan Expense Analyzer - Compare how fees and expenses can reduce returns.

Accrued Interest Calculator - Find out how much is owed on a given bond.

College Savings Calculator - Determine the amount you must invest each year to have enough money to cover all college costs.

Loan Calculator - Determine the monthly payment for a fixed-rate loan such as car loans or mortgages.

Retirement Calculator - Plan your investing strategy now so that you will have enough to see you through your retirement years.

Required Minimum Distribution Calculator - Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

Savings Calculator - See how a consistent approach to investing can make your money grow.

Smart Bond Investing Accrued Interest Calculator - Find out how must interest is owed on a given bond. 



Fund Analyzer - Information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). 

Market Data - Market and investment research designed to assist investors.

Financial Terms - Glossary of analyst research report terms