Tools to Help You Manage Your Financial Affairs

Personal Financial Index® ( PFITM )

Personal Financial Index® (PFI) is a comprehensive financial benchmark for individuals and families. In a few easy screens, it takes a 3600 view of your finances and allows you to measure and monitor your financial health via your personalized PFI score (similar to a credit score).

 

 

Calculators

 

Auto Loan

Auto Loan Payoff Calculator     Low Interest Auto Financing Calculator
Auto Rebate vs. Low Interest Financing     Lease or buy a car calculator 
Bi-weekly Auto Loan Calculator     Dealership vs. Credit Union Auto Financing Calculator
Car Loan Home Equity Calculator     Auto Loan Calculator
       

Debt Payoff

Credit Card Minimum Payment Calculator     Roll-Down Your Credit Card Debt
Credit Card Pay Off     The Credit Card
       

Insurance

Long Term Care Calculator     Human Life Value Calculator
Health Savings Account (HSA) Goal Calculator     Disability Insurance Needs Calculator
Immediate Annuity Calculator     Health Savings Account (HSA) Savings Calculator
Health Savings Account (HSA) Contribution Calculator     Life Insurance Needs Estimator
       
 

Investing

Investment Savings and Distributions     Annual Stock Option Grants
REIT Tax-Equivalent Distribution     Municipal Bond Tax Equivalent Yield
Investment Returns     Investment Goal
Annual Rate of Return Calculator     Lump Sum Future Value Calculator
Mutual Fund Expense Calculator     Compare Investment Fees
Personal Economic Recovery Calculator     Asset Allocation Calculator
Stock Option Calculator     Present Value Calculator
Future Value Calculator     Investment Loan Calculator
Investment Distributions Calculator     Lump Sum Annual Return Calculator
Lump Sum Present Value Calculator     IRR Calculator
Future Contracts Calculator      
       

Loan

       
Line of Credit Payoff     Existing Loan Calculator
Balloon Loan Calculator     Alternative Payment Frequencies
Enhanced Loan Calculator     Home Equity Line of Credit Calculator
Equity Line of Credit Payments     Amortizing Loan Schedule Calculator
Loan Comparison Calculator      
       

Mortgage

       
Bi-Weekly Payment Calculator     FHA Mortgage Loan Calculator
Mortgage Annual Percentage Rate Calculator     ARM vs. Fixed Rate Mortgage
Blended Rate Mortgage Calculator     Fixed Rate Mortgage vs. Interest Only Mortgage
Income Required For Mortgage Calculator     Interest Only ARM Calculator
PITI Mortgage Payment Calculator     Early Mortgage Payoff Calculator
Mortgage Tax Savings Calculator     Reverse Mortgage Calculator
Refinance Interest Savings     Mortgage Qualifier
Bi-weekly Payments for an Existing Mortgage     Adjustable Rate Mortgage Calculator
APR Calculator for Adjustable Rate Mortgages     Balloon Mortgage Calculator
Mortgage Comparison: 15 Years vs. 30 Years     Fixed Rate Mortgage vs. LIBOR ARM
Interest Only Mortgage Calculator     Mortgage Loan Calculator
Maximum Mortgage Calculator     Mortgage Points Calculator
Rent vs. Buy     Refinance Breakeven Analysis
Mortgage Payment Calculator      
       

Retirement

       
457 Plan Withdrawal     How Important is Social Security?
72(t) Distribution Impact     457 Savings Calculator
Pension Plan Retirement Options     401(k) Spend It or Save It Calculator
401(k) Savings Calculator     Calculate Required Minimum Distribution (RMD)
Evaluate Your Retirement Income     Retirement Plan Withdrawal calculator
 Retirement Planner Calculator     Roth vs. Traditional IRA
Roth vs. Traditional 401(k) and your Paycheck     Roth IRA Conversion
 Individual 401(k) Savings Calculator     Retirement Planner with Retirement Earnings Calculator
IRA Spend It or Save It Calculator     Retirement Pension Planner Calculator
Individual 401(k) Contribution Comparison     Beneficiary Required Minimum Distributions
72(t) Calculator     457 Plan: Roth vs. Pre-Tax
403(b) Savings Calculator     401(k) Savings with Profit Sharing
Required Minimum Distribution Calculator     Retirement Account Contribution Accelerator
Retirement Nestegg Calculator     Traditional IRA Calculator
 Social Security Benefits     Roth vs. Traditional 403(b)
 Roth vs. Traditional 401(k)      Roth IRA Calculator
How long will my retirement savings last?      Retirement Shortfall Calculator - Retire On Your Terms
RMD & Stretch IRA Calculator      
       

Savings

       
Emergency Savings Calculator     Cool Million
Don't Delay Your Savings!     Vice Savings
Savings Goals     Compound Interest and Your Return
Savings Plan Calculator     Benefit of Spending Less
Compare Savings Rates     Credit Union Certificate Calculator
Home Buyer Savings Calculator     Savings, Taxes, and Inflation
College Savings     Savings Distribution Calculator
Lunch Savings     Certificate of Deposit Calculator
       

Tax

       
Estate Tax Planning Calculator     Payroll Deductions Calculator
U.S. 1040EZ Tax Estimator     Net to Gross Paycheck Calculator
Hourly Paycheck Calculator     Earned Income Credit (EIC) Calculator
Section 125 Cafeteria Plan     Self-Employment Tax Calculator
Marginal Tax Rate Calculator     457 Payroll Deductions