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.

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

Insurance
Health Savings Account (HSA) vs. Traditional Health Plan More...
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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...
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Personal Finance
Home Budget Analysis, Net Worth More...

Retirement
Required Minimum Distribution (RMD) for Current Year, Retirement Income, Social Security Benefits More...
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Savings
College Savings, Cool Million, Savings Goals More...

Tax
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.
Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator!
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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


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


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


Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
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


Required Minimum Distribution (RMD) for Current Year Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
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Savings


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


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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