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
Auto Refinance Interest Savings, Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy More...
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Business
Breakeven Analysis, Business Valuation - Discounted Cash Flow, Equipment Buy vs. Lease, Financial Ratios, Profit Margin Calculator More...

Debt and Credit Cards
Credit Card Pay Off More...
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Insurance
Life Insurance Calculator More...

Investment
Lump Sum Annual Return Calculator, Personal Economic Recovery Calculator More...
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Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Loan & Credit Line Payment More...

Mortgage
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
Checkbook Balancer, Home Budget Analysis More...

Retirement
Beneficiary Required Minimum Distributions, How long will my retirement savings last?, Required Minimum Distribution (RMD), 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...
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Savings
College Savings, Cool Million, Credit Union Certificate Ladder Calculator, Savings Goals More...

Tax
1040 Tax Calculator More...
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Auto


Auto Refinance Interest Savings Use this calculator to see how much interest you can save by refinancing your auto loan.
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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Business


Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Business Valuation - Discounted Cash Flow This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
Financial Ratios This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Profit Margin Calculator This calculator can help you determine the selling price for your products to achieve a desired profit margin.
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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


Life Insurance Calculator Find out how much life insurance you really need!
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Investment


Lump Sum Annual Return Calculator Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Personal Economic Recovery Calculator This calculator can help you determine exactly what it might take to return your to your original investment balance.
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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


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


Checkbook Balancer Balance your checkbook with this quick and easy calculator.
Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
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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.
How long will my retirement savings last? Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
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.
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!
Credit Union Certificate Ladder Calculator Use this calculator to examine the benefits of investing in a series of Certificates with different maturities, also called a Certificate Ladder.
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.
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