Investment Calculators
Investment Calculators



Investment Questionnaire - Broad Portfolio
Identify a broad mix of asset classes that fit your investment profile.
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Investment Questionnaire - Cash, Fixed Income and Equities
Identify a potential mix of assets that fit your investment profile.
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Mutual Fund Expense Calculator
Analyze the costs associated with buying shares in a mutual fund.
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Municipal Bond Tax Equivalent Yield
Estimate the tax-equivalent yield (TEY) for a municipal bond
View CalculatorRetirement Savings & Planning Calculators

Social Security Benefit Calculator
Use this calculator to help you estimate your Social Security benefits.
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Retirement Planner
Determine if your retirement plan is on track and how to keep it there.
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Retirement Income Calculator
Determine how much monthly income your retirement savings may provide.
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How long will my retirement savings last Calculator
See how long your retirement savings will last.
View CalculatorInsurance Calculators

Fixed Annuity Calculator
Determine how a Fixed Annuity might fit into your retirement plan.
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Long Term Care Calculator
Determine if you are financially prepared for this impending expense.
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Variable Annuity Calculator
See how a variable annuity might fit into your retirement plan.
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Health Savings Account (HSA) Contribution Calculator
Determine the amount you are allowed to contribute to your HSA account.
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Health Savings Accounts (HSA) Employer Benefit
Estimate the value of creating a High Deductible Health Plan with HSA.
View CalculatorPersonal Finance

PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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