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.

Auto
Car Loan Calculator, More...
Business
Breakeven Analysis, Equipment Buy vs. Lease, More...

Debt and Credit Cards
Credit Card Pay Off, More...

Loan
Amortizing Loan Calculator, More...

Mortgage
Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, More...

Retirement
401(k) Calculator, 401(k) Spend It or Save It Calculator, Required Minimum Distribution (RMD) for Current Year, Retirement Nestegg Calculator, Roth 401(k) vs. Traditional 401(k), Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Savings
College Savings, Cool Million, Savings Goals, More...

Tax
1040 Tax Calculator, More...

Auto


Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
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Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
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Debt and Credit Cards


Credit Card Pay OffUse 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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Loan


Amortizing Loan CalculatorEnter 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 YearsUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
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Retirement


401(k) CalculatorA 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.
401(k) Spend It or Save It CalculatorThere are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
Required Minimum Distribution (RMD) for Current YearUse this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Nestegg CalculatorDo you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Roth 401(k) vs. Traditional 401(k)Use this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?
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Savings


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


1040 Tax CalculatorEnter 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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