01

Everyone, no matter how much they make, needs to budget. Saving and managing what you spend day-to-day is the foundation for staying financially healthy

• Budget Planner: Let’s see where your money is going so you can stay on track.
• Emergency Fund: Find out how much you need to save for those “just in case” moments.
• Savings Goal: Whether it’s for a vacation or something bigger, we’ll help you figure out how much to save.
• Living Expenses: Estimate your monthly costs and figure out how to budget smarter.

The first step? Get your foundation in place. Start by seeing how much you earn and spend each month. Then, create a plan to save a little extra for those unexpected bumps in the road.

02

Most of us have some kind of debt, whether it’s a car loan, personal loan, or credit card. Managing it well is key to feeling financially secure.

• Loan Payment: Figure out what your monthly loan payments will be, based on the amount, interest, and time.
• Debt Repayment: Make a plan to tackle your debts and see how much you’ll save in interest.
• Credit Card Payoff: Want to pay off your credit card faster? We’ll help you map it out.

Get a handle on your debt by knowing exactly what you owe and what your payment options are. Tackle the high-interest ones first and use these tools to keep track of it all.

03

Buying or renting a home is one of the biggest financial decisions you’ll ever face. Let’s ensure you plan wisely and make the choice that best suits your financial goals.

• Mortgage Payment: Find out what your monthly mortgage payment will look like and how much goes toward interest and principal.
• Rent vs. Buy: Should you rent or buy? Let’s compare the numbers and see what works for you.

Thinking about buying or renting? It’s all about understanding what you can afford long-term. Play around with different down payments and loan terms to see how it changes your monthly costs.

04

Cars are a common but major financial decision. Whether you’re buying or leasing, a car is a big financial commitment. Let’s figure out the best option for you.

• Auto Loan Calculator: See how much your monthly payments will be for a car loan—lease or buy—including the interest over time.
• Lease vs. Buy: Compare leasing a car to buying it, so you can make the smartest decision for your wallet.

Buying or leasing a car? We’ll help you weigh the pros and cons and make sure the payments fit into your budget.

05

Investing helps build wealth and secure your financial future. Whether starting or experienced, these tools show how your investments can grow and keep you on track.

• Investment Return: Want to know what kind of returns you could get? Let’s do the math.
• Compound Interest: See how your savings or investments can grow over time with the magic of compound interest.
• Asset Allocation: Need help deciding where to invest your money? We’ll help you figure out the best mix of stocks, bonds, and more.

Whether you’re just starting to invest or looking to fine-tune your portfolio, these calculators make it easy to see what’s possible.

06

Planning for the future is essential to ensure you live comfortably at retirement. These tools show how much you need to save now for the retirement you want later.

• Retirement Savings: Let’s figure out how much you need to save to enjoy your retirement comfortably.
• 401(k): How much could your 401(k) grow? Let’s crunch the numbers based on your contributions and employer match.
• Pension: If you’ve got a pension, we’ll help you understand what it could be worth when you retire.

Retirement might feel far away, but the earlier you start, the better off you’ll be. Use these tools to make a solid plan for your golden years.