Loan and Mortgage Payment Calculator

Loan Payment Calculator

Calculate what your loan or mortgage payments will be, and discover how extra payments reduce interest and time to pay off.

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Stay Invested Calculator

Calculate how missing the best performing months in the stock market can affect investment growth.

Estate Planning

Estate Planning Checklist

This estate planning checklist will help you assess the status of your estate plan.

Woman with Critical Illness

Critical Illness Insurance Calculator

This Critical Illness Insurance calculator helps to determine how much coverage you may need in case of an unexpected illness.

Disability Insurance

Disability Insurance Needs Calculator

Calculator how much disability insurance coverage you may need, should you become unable to work.

Life Insurance Calculator

Life Insurance Needs Calculator

Calculate how much insurance coverage you will need to protect your family financially.

Pay Down Debt or Invest calculator

Pay Down Debt or Invest

If you have some extra money, calculate if you should pay down your debt, or invest it.

Pay Your Self First

Pay Yourself First

Paying yourself first is one of the best ways to build your retirement fund.

Retirement Planning calculator

Retirement Projection Calculator

Use the retirement calculator to discover if you will have enough capital to sustain you through to retirement.

Money Facts infographic

Money Facts Infographic

From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference all year.

Money Dates infographic

Money Dates Infographic

Money Dates during the year when returns are filed, and payments and benefits are due.

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Financial Planning Process

Your personal financial plan should involve the six steps outlined in the following infographic.