Select from the following options to take the next step in your financial awareness.
Debt Snowball Calculator
This most popular calculator shows you how to accelerate your debt payoff using the Debt Snowball method.
Net Worth Calculator
This calculator allows you to enter all of your assets and liabilities to calculate your net worth.
Mortgage Amortization Calculator
Calculate your mortgage payment and learn how much interest you’ll pay over the life of the loan. Includes helpful charts!
Mortgage Refinancing Calculator
Learn how much money you can save (or not save) by refinancing your current mortgage with a lower interest rate.
Auto Loan Calculator
Calculate your monthly auto payment including a schedule that breaks downs each payment!
Auto Lease Calculator
Calculate your monthly lease payment based on a variety of scenarios that apply to your situation. Includes helpful charts!
Compound Interest Calculator
See the power of compound interest in action! This calculator allows you to perform compound interest calculations.
Simple (Regular) Interest Calculator
Perform simple interest calculations to gauge the performance of your investments. Includes helpful charts!
Retirement Savings Calculator
Determine how much you need to save in order to retire by a certain age. This calculator also has helpful charts.
Loan Affordability Calculator
See how much you can afford to borrow based on the amount of income you have available to pay the principal and interest payments.
Savings Goal Calculator
Run savings scenarios to see how much you need to save to reach a certain amount. Includes Savings schedule & charts!
Life Insurance Calculator
See how much life insurance you need to take care of your loved ones based on their future needs.
We have even more free resources available for you!
Use this handy spreadsheet to reconcile your account.
How much life insurance do you need? What is reasonable and customary? This worksheet will guide you in making basic life insurance decisions.
Plug in your Monthly Spending Plan and your existing spending plan and compare the two. This worksheet will show you at a glance where your actual spending doesn’t match the plan you have developed.
The first step to getting out of debt is to know where you stand. Use this document to track all of your loans and develop a plan for paying them off. (You may want to use this in conjunction with the Debt Snowball Calculator).
Do you know the collective value of everything you own? How about the total of all of your debts and liabilities? The difference between the two is your net worth. Use this worksheet to know where you stand.
Want to keep track of how much you’ve saved towards your upcoming bills? Or, how close you’re getting to your next savings goal? Use this worksheet to stay on top of your savings.
This workbook combines several of the personal finances worksheets and forms into one handy resource.
Prices rising everywhere can cause anxiety, especially when your budget is being pressed to the max.