Financial Tools

Should I refinance my mortgage?

How much do I need to save for my child's college education? 

As accountants, these are the kinds of questions that are we are frequently asked.

Below you will find financial calculators and other tools that you may find useful in working through some of these questions.

Financial Calculators

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Should you lease your next automobile or finance it? Find out with this calculator!
Should you lease your equipment or finance it? Find out with this calculator!
Use this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments.
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Use this calculator as a starting point for your debt management plan.
How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Find out how much life insurance you really need!
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Use this calculator to project how much a series of annual stock option grants could be worth to you.
Use this calculator to determine the value of your stock options for the next one to twenty five years.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
This calculator helps you to determine what your adjustable mortgage payments will be.
Use this calculator to compare a fixed rate mortgage to Interest Only Mortgage.
Use this calculator to generate an amortization schedule for an interest only mortgage.
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you buy points? Use this calculator to find out.
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
Use this calculator to see how much interest you can save by refinancing your mortgage!
Are you better off buying your home, or should you continue to rent?
Analyze your budget, see where your money goes and find out where you can improve!
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
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.
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to help decide between joint survivorship and single survivorship pension options.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
Use this calculator to determine which 401(k) contribution type might be right for you.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Use this calculator to determine which IRA may be right for you.
The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to help develop or fine tune your education savings plan.
What will it take to reach your savings goal? This financial calculator helps you find out.
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Use this calculator to help you determine your paycheck for hourly wages.
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Determine the gross paycheck needed to provide a required net amount.
Use this calculator to help you determine the impact of changing your payroll deductions.
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2019.