Calculators and Worksheets

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Get a better handle on your finances with these calculators and worksheets.

Calculators

Retirement Calculator
Use this calculator to plan your investing strategy now—and make sure you have enough to see you through your retirement years.
Savings Calculator
Use our savings calculator to see how a consistent approach to saving can make your money grow.
College Savings Calculator
Use our college savings calculator to determine the amount you must invest each year to have enough money to cover the cost of college.
Loan Calculator
Our loan calculator can help you determine the monthly payment for a fixed-rate loan such as a car loan or mortgage.
Accrued Interest Calculator
Interest on a bond accrues between regularly scheduled payments. To find out how much interest is owed on a given bond, use our accrued interest calculator.
401(k) ‘Save the Max’ Calculator
Use this calculator to determine if you are on track to ‘save the max’ in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.
401(k) and IRA Required Minimum Distribution Calculator
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

Worksheets

Financial Intake Worksheet
Use this form to gather basic information about your client and their financial goals.
Track Your Spending Worksheet
Keep track of all the money you spend for a week to know where your money is going.
Spending Plan Worksheet
Develop a spending plan to chart your monthly financial priorities.
Calculate Your Net Worth Worksheet
One of the best ways to assess where you stand financially is to calculate your net worth.
Picking the Best Checking Account Worksheet
See the key factors to keep in mind when comparing checking accounts.
Choosing a Credit Card Worksheet
Use this worksheet to pick the best credit card for you.
Create a Moving Fund Worksheet
Determine a realistic dollar amount that you should start to set aside in your moving fund before your next PCS.
Housing Cost Comparison Worksheet
Calculate how much you can afford to spend on housing after you leave the service.
Deployment Checklist
Deployments can stress family finances. Get organized, and talk with your spouse about money matters before you deploy.
Compare Civilian Pay to Your Total Military Compensation Worksheet
Service members receive valuable benefits beyond their military pay. To compare military compensation with civilian pay, you need to perform a few simple calculations.

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