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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. Since these tools have been designed by others, please give us your feedback (using the contact form above) as to their usefulness.

Banks

Auto Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy, More… Business Breakeven Analysis, Equipment Buy vs. Lease, Financial Ratios, More…
Insurance Life Insurance Calculator, More… Investment Annual Rate of Return Calculator, Municipal Bond Tax Equivalent Yield, More…
Loan Alternative Payment Frequencies, Amortizing Loan Calculator, More… Mortgage Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Mortgage Refinance Break Even, Refinance Interest Savings, More…
Personal Finance Checkbook Balancer, Home Budget Analysis, Life Expectancy, Net Worth, More… Retirement 401(k) Savings Calculator, Required Minimum Distribution (RMD) for Current Year, 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, Savings Goals, More… Tax 1040 Tax Calculator, Estate Tax Planning, Hourly Paycheck Calculator, Net to Gross Paycheck 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!

Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
Financial RatiosThis calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency, and profitability.

Insurance


Life Insurance CalculatorFind out how much life insurance you really need!

Investment


Annual Rate of Return CalculatorUse this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Municipal Bond Tax Equivalent YieldIncome generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Loan


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

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.
Mortgage Refinance Break-EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage!

Personal Finance


Checkbook BalancerBalance your checkbook with this quick and easy calculator.
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Life ExpectancyThis 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 WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Retirement


401(k) Savings CalculatorA 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.
Required Minimum Distribution (RMD) for Current YearUse this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
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?

Savings


College SavingsUse this calculator to help develop or fine-tune your education savings plan.
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.

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.
Estate Tax PlanningKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Hourly Paycheck CalculatorUse this calculator to help you determine your paycheck for hourly wages.
Net to Gross Paycheck CalculatorDetermine the gross paycheck needed to provide a required net amount.