Glossary & Definitions

Master the math behind your life. Browse our comprehensive dictionary of financial, health, and business terms to understand the formulas powering our calculators.

Finance

Understand the core concepts of banking, mortgages, and investments.

Annual Percentage Rate (APR)

APR (Annual Percentage Rate) measures the total yearly cost of a loan. Unlike a simple interest rate, APR includes lender fees, giving you the true cost of borrowing.

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Annual Percentage Yield (APY)

APY (Annual Percentage Yield) is the real rate of return earned on an investment in a year, accounting for the effect of compounding interest.

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Amortization

Amortization is an accounting technique used to periodically lower the book value of a loan or intangible asset over a set period of time.

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Compound Interest

Compound interest occurs when you earn interest on both your original deposit and on the interest that has already accumulated over time.

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Debt-to-Income Ratio (DTI)

The percentage of your gross monthly income that goes toward paying your monthly debt payments.

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Safe Withdrawal Rate

The estimated percentage of savings you can withdraw each year during retirement without running out of money.

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Compound Frequency

How often interest is added to the principal balance of a loan or investment.

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Purchasing Power

The value of a currency expressed in terms of the amount of goods or services that one unit of money can buy.

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Future Value (FV)

The value of a current asset at a specific date in the future based on an assumed rate of growth.

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Present Value (PV)

The current value of a future sum of money or stream of cash flows given a specified rate of return.

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Inflation Rate

The percentage at which the price of goods and services is rising, which directly reduces your purchasing power.

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Fixed Payment

An installment payment that remains the same for the entire term of the loan.

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Nest Egg

A substantial sum of money that has been saved or invested for a specific purpose, usually retirement.

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Ordinary Annuity

A series of equal payments made at the end of consecutive periods over a fixed length of time.

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Nominal Return

The amount of money generated by an investment before factoring in expenses such as taxes, investment fees, and inflation.

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Health

Learn the science and metrics behind metabolism, body composition, and nutrition.

Business

Master the fundamental ratios and equations for running a profitable business.

General

Brush up on universal mathematical concepts, conversions, and relationships.