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
Home Equity Loan vs. Auto loan, Lease vs. Buy More...
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Business
Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Profit Margin Calculator, Repossession of Real Property More...

Insurance
Life Insurance Calculator, Long Term Care Calculator More...
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Investment
Internal Rate of Return (IRR) Calculator More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Enhanced Loan Calculator More...
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Mortgage
Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Refinance Interest Savings More...

Personal Finance
Basic Financial Calculator, Checkbook Balancer, Home Budget Analysis, Net Worth More...
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Retirement
Retirement Pension Planner, Retirement Planner, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...

Savings
College Savings, Cool Million, Home Buyer Savings Calculator, Savings Goals More...
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Tax
Estate Tax Planning, Marginal Tax Rate Calculator More...

Auto


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


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.
Repossession of Real Property If you have repossessed real property, you can this calculator to determine the gain or loss as well as its new basis.
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Insurance


Life Insurance Calculator Find out how much life insurance you really need!
Long Term Care Calculator Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
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Investment


Internal Rate of Return (IRR) Calculator Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
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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!
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
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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.
Refinance Interest Savings Use this calculator to see how much interest you can save by refinancing your mortgage!
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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.
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!
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


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 401(k) vs. Traditional 401(k) Use this calculator to determine which 401(k) contribution type might be right for you.
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!
Home Buyer Savings Calculator Use this tool to help you calculate what it might take to save for your new house.
Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.
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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.
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.
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