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.

Auto
Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy, More...
Business
Equipment Buy vs. Lease, More...

Debt and Credit Cards
Credit Card Minimum Payment Calculator, Credit Card Pay Off, More...

Insurance
Health Savings Account (HSA) Savings Calculator, Life Insurance Calculator, More...

Investment
Annual Stock Option Grants, Stock Option Calculator, More...

Loan
Amortizing Loan Calculator, Loan Comparison Calculator, More...

Mortgage
Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Refinance Interest Savings, More...

Personal Finance
Home Budget Analysis, Net Worth, More...

Retirement
Retirement Pension Planner, Retirement Planner, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Savings
College Savings, Cool Million, Savings Goals, More...

Tax
1040 Tax Calculator, Self-Employment Tax Calculator, More...

Auto


Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Home Equity Loan vs. Auto loanUse this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
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Business


Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
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Debt and Credit Cards


Credit Card Minimum Payment CalculatorUse this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments.
Credit Card Pay OffUse 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.
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Insurance


Health Savings Account (HSA) Savings CalculatorUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Life Insurance CalculatorFind out how much life insurance you really need!
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Investment


Annual Stock Option GrantsUse this calculator to project how much a series of annual stock option grants could be worth to you.
Stock Option CalculatorUse this calculator to determine the value of your stock options for the next one to twenty five years.
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Loan


Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Loan Comparison CalculatorUse this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
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Mortgage


Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage PayoffSave thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Points CalculatorShould you buy points? Use this calculator to find out.
Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage!
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Personal Finance


Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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Retirement


Retirement Pension PlannerPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?
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Savings


College SavingsUse this calculator to help develop or fine tune your education savings plan.
Cool MillionFind out when your savings plan may make you a millionaire!
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
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Tax


1040 Tax CalculatorEnter 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.
Self-Employment Tax CalculatorIf you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2016.
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