Resource Center

Worksheets, forms, calculators and articles to help you better understand and manage your finance.

Worksheets and Family Records Almanac (includes pdf files to download and print)
Household Spending Worksheet - Analyze your spending to identify ways to save.
Personal Balance Sheet Worksheet - Monitor your progress toward your financial goals.
Family Records Almanac - A convenient way to organize and store the information you need.

Calculators To Make Better Informed Financial Decisions Mortgage Payment Calculator - Calculate your monthly payment for any size mortgage at any interest rate.
Mortgage Refinancing Calculator - Determine whether refinancing your mortgage will reduce your monthly payments.
Loan Payment Calculator - Calculate monthly payments for any type of loan.

Future Value Calculator - Determine what an amount will grow to be worth at different rates of return.
Present Value Calculator - Determine what the current value is for an amount you will receive in the future. 

College Funding Calculator - Determine how much you need to save every month to afford the college of choice.
Retirement Planning Calculator - Learn how different savings levels, different earnings rates and different retirement ages can affect your retirement.

Saving Over Time Calculator - This useful calculator computes how much you could save over time with monthly deposits.
Savings Goal Calculator - This calculator helps you determine how much you need to save each month to reach your savings goal.

Portfolio Rate of Return Calculator - Calculate the time weighted internal rate of return on your portfolio to see how well you are doing and to make comparisons to other returns.

IRA Calculator - Compare the benefits of a regular IRA and those of a Roth IRA.

Reference Library
A collection of over 75 useful articles arranged in categories that correspond to your financial concerns.