Financial Tools

Should I refinance my mortgage? How much do I need to save for my child's college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.

Auto
Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy More...
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Business
Business Valuation - Discounted Cash Flow, Equipment Buy vs. Lease, Financial Ratios More...

Debt and Credit Cards
Credit Card Pay Off More...
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Insurance
Comprehensive Life Insurance Analysis, Disability Insurance, Health Savings Account (HSA) Contribution Calculator, Human Life Value, Life Insurance Calculator, Long Term Care Calculator More...

Investment
Investment Goal More...
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Loan
Alternative Payment Frequencies, Amortizing Loan Calculator More...

Mortgage
Balloon Mortgages, Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Mortgage Qualifier, Mortgage Refinance Break Even, Refinance Interest Savings, Rent vs. Buy More...
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Personal Finance
Home Budget Analysis, Life Expectancy, Net Worth More...

Retirement
Retirement Income, Retirement Pension Planner, Retirement Planner, Roth IRA Calculator, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...
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Savings
College Savings, Compound Savings Calculator, Savings Goals More...

Tax
1040 Tax Calculator, Estate Tax Planning, Marginal Tax Rate Calculator, Payroll Deductions Calculator More...
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Auto


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.
Home Equity Loan vs. Auto loan Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator!
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Business


Business Valuation - Discounted Cash Flow This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
Financial Ratios This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
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Debt and Credit Cards


Credit Card Pay Off 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.
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Insurance


Comprehensive Life Insurance Analysis How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
Disability Insurance Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
Health Savings Account (HSA) Contribution Calculator This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Human Life Value One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earning.
Life Insurance Calculator Find out how much life insurance you really need!
Long Term Care Calculator 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.
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Investment


Investment Goal Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
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Loan


Alternative Payment Frequencies Use this calculator to determine your payment or loan amount for different payment frequencies.
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!
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Mortgage


Balloon Mortgages A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.
Mortgage Loan Calculator Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Payoff Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Points Calculator Should you buy points? Use this calculator to find out.
Mortgage Qualifier Can you buy your dream home? Find out just how much you can afford!
Mortgage Refinance Break Even Should you refinance your mortgage? Use this calculator to determine when you will break even.
Refinance Interest Savings Use this calculator to see how much interest you can save by refinancing your mortgage!
Rent vs. Buy Are you better off buying your home, or should you continue to rent?
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Personal Finance


Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Life Expectancy 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.
Net Worth This 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 Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Pension Planner Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
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Savings


College Savings Use this calculator to help develop or fine tune your education savings plan.
Compound Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.
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Tax


1040 Tax Calculator 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.
Estate Tax Planning 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.
Marginal Tax Rate Calculator 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.
Payroll Deductions Calculator Use this calculator to help you determine the impact of changing your payroll deductions.
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