Financial Calculators
Should I refinance my mortgage? How much do I need to save for my child's college education? As tax 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
These financial calculators require the Java plug-in. Click here to download the latest version.
Tax Calculators
- Payroll Deductions
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
- Earned Income Credit (EIC) Calculator
- Estate Tax Planner
Savings and Investments
- Savings Goals
- Savings Calculator
- Savings, Taxes and Inflation
- College Savings (graphical)
- College Savings (personalized)
- Compound Interest and your Return
- Investment Distributions
- Investment Goal Calculator
Retirement and Planning Tools
- Roth vs. Traditional IRA
- Retirement Planner
- Roth IRA Conversion
- Social Security Benefits
- Required Minimum Distribution
- Retirement Shortfall
- 401(k) Savings Calculator
- Retirement Income
Personal Finance
- Credit Assessment
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Credit Card Optimizer
- Student Budget
- Credit Card Payoff
- Comprehensive Life Insurance Needs
- Student Loan Consolidation and Payoff
- Net Worth (graphical)
- Net Worth (personalized)
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
Home Ownership
- ARM versus Fixed Rate Mortgage
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Adjustable Rate Mortgage Calculator
- Rent versus Buy
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Vehicle Financing
- Auto Rebate OR Low Interest Financing
- Auto Lease versus Buy (graphical)
- Auto Lease versus Buy (personalized)
- Auto Loans
- Home Equity versus Auto Loan