Unique Tools to Help Plan Your Future

We’ve compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future. Use as many as you like!

Track Your Refund

Tracking your tax refund is easy if you have the right tool. Use our refund tracker to quickly check the status of your refund.


Helpful Links

Federal Resources

Internal Revenue Service — An online resource to find the latest in tax law.
Small Business Administration
— Small business programs and services to help you start, grow, and succeed.
Social Security Online — The Official Website of the U.S. Social Security Administration.
Marginal Tax Rates Chart (pdf)

State Resources

Tennessee Pension Administrators
Tennessee Department of Revenue

Other Resources

BrightStar Wealth Management, Inc.
NBC News
CNN Money
CCH Tax Solutions

Mortgage Calculator

Use this calculator to generate an estimated amortization schedule for your current mortgage. The values for your monthly payment and your interest will update automatically as you enter your information.

How much will you be borrowing?

What will be the term of this mortgage (in years)?

What will be the interest rate?

Instructions: Enter numbers and decimal points. No commas or other characters.

This is your principal + interest payment, or in other words, what you send to the bank each month. But remember, you will also have to budget for homeowners insurance, real estate taxes, and if you are unable to afford a 20% down payment, Private Mortgage Insurance (PMI). These additional costs could increase your monthly outlay by as much 50%, sometimes more.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Interest Calculator

To calculate your expected monthly payment on a loan, enter the number of payments, interest rate (%), and principal, then click the "Compute" button to calculate.


# of
Payments
Interest
Rate
Principal
Monthly
Payment

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Savings Calculator

Build up your savings by putting away a small amount each month.

Total invested each month:
Number of months/years to aquire sum:
Interest rate on savings: %

Total :

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.