Financial Tools
Use these FREE calculator tools to help you better understand and prepare for your financial future.
After using the tools, feel free to contact our office to help you establish goals and develop a detailed plan for the future.
Tax Calculators
- Earned Income Credit (EIC) Calculator
- Payroll Deductions
- Estate Tax Planner
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Rent versus Buy
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Adjustable Rate Mortgage Calculator
- ARM versus Fixed Rate Mortgage
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
Retirement and Planning Tools
- Roth IRA Conversion
- Required Minimum Distribution
- Retirement Income
- Retirement Planner
- Social Security Benefits
- Retirement Shortfall
- 401(k) Savings Calculator
- Roth vs. Traditional IRA
Personal Finance
- Student Loan Consolidation and Payoff
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Comprehensive Life Insurance Needs
- Credit Assessment
- Credit Card Optimizer
- Credit Card Payoff
- Net Worth (graphical)
- Net Worth (personalized)
Vehicle Financing
- Auto Lease versus Buy (graphical)
- Auto Lease versus Buy (personalized)
- Auto Loans
- Home Equity versus Auto Loan
- Auto Rebate OR Low Interest Financing