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
Auto Refinance Interest Savings, Car Loan Calculator More...
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Business
Breakeven Analysis, Cash Flow Calculator, Commercial Loan Calculator, Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Profit Margin Calculator, Working Capital Needs More...

Debt and Credit Cards
Cost-of-Debt Calculator, Home Equity Debt Consolidation More...
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Insurance
Disability Insurance, Life Insurance Calculator More...

Investment
Compare Investment Fees, Future Value Calculator, Lump Sum Annual Return Calculator, Lump Sum Future Value Calculator, Taxable vs. Tax Deferred vs. Tax Free Investment More...
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Loan
Amortizing Loan Calculator, Home Equity Line of Credit Calculator More...

Mortgage
APR Calculator for Adjustable Rate Mortgages, Maximum Mortgage, Mortgage APR Calculator, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Refinance Break Even, Rent vs. Buy More...
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Personal Finance
Basic Calculator, Basic Financial Calculator, Home Budget Analysis, Net Worth More...

Retirement
401(k) Calculator, How Important is Social Security?, How long will my retirement savings last?, Required Minimum Distribution (RMD), Retirement Pension Planner, Retirement Planner with Retirement Earnings, Roth IRA Conversion, Social Security Benefits More...
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Savings
Compound Savings Calculator, Compounding and Your Return, Cool Million, Emergency Savings Calculator, Savings Goals, Vice Savings More...

Tax
Estate Tax Planning, Flexible Spending Account (FSA) Calculator, Marginal Tax Rate Calculator, Payroll Deductions 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.
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Business


Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Cash Flow Calculator Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan Calculator Use this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
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.
Inventory Analysis Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Profit Margin Calculator This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working Capital Needs Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
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Debt and Credit Cards


Cost-of-Debt Calculator Use this calculator to see just how expensive paying interest on your debt can be.
Home Equity Debt Consolidation This calculator is designed to help determine whether using your home equity to consolidate your debt is right for you.
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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.
Life Insurance Calculator Find out how much life insurance you really need!
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Investment


Compare Investment Fees Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Lump Sum Annual Return Calculator Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Lump Sum Future Value Calculator Use this calculator to determine the future value of a lump sum.
Taxable vs. Tax Deferred vs. Tax Free Investment This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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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


APR Calculator for Adjustable Rate Mortgages Use this calculator to find the APR on your adjustable rate mortgage.
Maximum Mortgage Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.
Mortgage APR Calculator Use this calculator to find the APR on your 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 Refinance Break Even Should you refinance your mortgage? Use this calculator to determine when you will break even.
Rent vs. Buy Are you better off buying your home, or should you continue to rent?
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Personal Finance


Basic Calculator This works just like a pocket calculator.
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.
Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Net Worth This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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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.
How Important is Social Security? Use this calculator to determine how losing this important retirement asset could affect you.
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.
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 with Retirement Earnings Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
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Savings


Compound Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Compounding and Your Return This calculator demonstrates how compounding can affect your savings.
Cool Million Find out when your savings plan may make you a millionaire!
Emergency Savings Calculator This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.
Vice Savings Use this calculator to see how a simple changes in your spending habits for common vices such as smoking, drinking or even eating out can really add up.
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Tax


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.
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.
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.
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