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...
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Business
Breakeven Analysis, Equipment Buy vs. Lease More...

Insurance
Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Life Insurance Calculator, Long Term Care Calculator More...
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Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Loan & Credit Line Payment More...

Mortgage
Bi-weekly Payment Calculator, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Mortgage Refinance Break Even, Refinance Interest Savings More...
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Personal Finance
Life Expectancy, Should my spouse work? More...

Retirement
Beneficiary Required Minimum Distributions, Retirement Pension Planner, Retirement Planner, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...
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Savings
College Savings, Cool Million, Savings Goals More...

Tax
1040 Tax Calculator, Estate Tax Planning, Marginal Tax Rate Calculator, Payroll Deductions Calculator, Self-Employment Tax 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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Business


Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
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Insurance


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.
Health Savings Account (HSA) Savings Calculator Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
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.
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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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!
Loan & Credit Line Payment This calculator helps determine your loan or credit line payment.
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Mortgage


Bi-weekly Payment Calculator Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.
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 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 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


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.
Should my spouse work? This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
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Retirement


Beneficiary Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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 Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
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.
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


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.
Self-Employment Tax Calculator If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2019.
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