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, Lease vs. Buy, More...
Debt and Credit Cards
Credit Card Pay Off, More...

Insurance
Health Savings Account (HSA) vs. Traditional Health Plan, More...

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

Mortgage
Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Refinance Break Even, Refinance Interest Savings, More...

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

Retirement
Required Minimum Distribution (RMD) for Current Year, Retirement Income, Social Security Benefits, More...

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

Tax
Estate Tax Planning, Marginal Tax Rate Calculator, Payroll Deductions 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.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
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Debt and Credit Cards


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) vs. Traditional Health PlanCompare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
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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!
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Mortgage


Mortgage Comparison: 15 Years vs. 30 YearsUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
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!
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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


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 IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
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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


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.
Marginal Tax Rate CalculatorUse 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 CalculatorUse this calculator to help you determine the impact of changing your payroll deductions.
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