Financial Education

Quick-start your financial education journey with our short, informative articles and a range of educational resources, powered by EverFi.

Blog Categories

Budgeting for Families

Credit Scores and Reports

Family finance Conversations

Identity Protection

Car Loans

Paying for College

Buying a Home

Planning for Retirement

Shopping for Insurance

Preventing Overdraft Fees

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EverFi

At Trax, we’re more than just a place to keep your money. Explore our range of financial education tools, tips, and guides — designed to keep you moving, mile after mile.

  • Get a personalized financial education playlist
  • Build your financial literacy with interactive courses
  • Explore free online educational resources
    -Building a budget
    -Preparing for homeownership
    -Starting a business
    -Reaching savings goals
    -And so much more!
Learn more

Financial Calculators

Plan payments, savings, and more with ease with our free financial calculators. Click any calculator to open it and start planning.

Loan Calculators

Home Budget Analysis

Analyze your budget, see where your money goes and find out where you can improve!

Mortgage Calculator with Taxes and Insurance

Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.

Home Rent vs. Buy Calculator

Are you better off buying your home, or should you continue to rent?

Amortizing Loan Calculator

Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Car Loan Calculator

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.

Auto Rebate vs. Low Interest Financing Calculator

Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

budget & Savings Calculators

Savings Goal Calculator

What will it take to reach your savings goal? This financial calculator helps you find out.

Roth IRA Conversion Calculator

This calculator will show the advantage, if any, of converting your IRA to a Roth.

Retirement Planner Calculator

Quickly determine if your retirement plan is on track - and learn how to keep it there.

401(k) Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up

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.