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 the decision making process.

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Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy More...
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Insurance
Disability Insurance More...

Investment
Present Value Calculator More...
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Loan
Amortizing Loan Calculator, Home Equity Line of Credit Calculator More...

Mortgage
Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator More...
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Personal Finance
Basic Financial Calculator, Life Expectancy, Should my spouse work? More...

Retirement
401(k) Calculator, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...
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Savings
Cool Million More...

Tax
1040 Tax Calculator, Flexible Spending Account (FSA) 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.
Home Equity Loan vs. Auto loan Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. Buy Should you lease your next automobile or finance it? Find out with this calculator!
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Insurance


Disability Insurance Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
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Investment


Present Value Calculator Use this calculator to determine the present value of a known final future value plus a stream of deposits.
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Loan


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!
Home Equity Line of Credit Calculator How big of a home equity line of credit can you receive? Use this calculator to find out!
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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.
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Personal Finance


Basic Financial Calculator This works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.
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


401(k) Calculator A 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) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
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.
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


Cool Million Find out when your savings plan may make you a millionaire!
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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.
Flexible Spending Account (FSA) Calculator Use this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
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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