Mortgage Planner

Welcome to our Mortgage Planner. This tool is designed to help you project your mortgage amortization. To use the Planner, simply enter the appropriate information in the fields below, then click the "Calculate Results" button.

NOTE: Do not enter commas, $, or other non-numeric characters in your input. Enter percentages as integers (i.e. enter 7% as 7, not as 0.07). Use TAB to move from one input box to the next.

Loan Amount: $
Term of Loan:
(length of loan repayment schedule)
yrs.
Repayment Period:
Annual Interest Rate (APR): %

Values illustrated depend on assumptions used. Any change in hypothetical annual return will modify values illustrated. We recommend that you use multiple interest rate scenarios to illustrate the impact of various earnings rates over the projected period. Investments offering the potential for higher rates of return also involve a higher degree of risk to principal. Also, be aware that high rates of return are generally not sustainable over long periods of time.

This calculator is not intended to serve as legal or investment advice. All examples are hypothetical and intended for illustrative purposes only. Review the assumptions when applying any results to your own situation. The information used in the functions of the calculator is based on our interpretation of the current tax laws; such laws may change from time to time. Withdrawals of taxable amounts may be subject to ordinary income tax. You should periodically review your overall tax plan with your CPA. We do not give legal advice.


 
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