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, Lease vs. Buy, More...
Business
Breakeven Analysis, Equipment Buy vs. Lease, More...

Debt and Credit Cards
Accelerated Debt Payoff, Credit Card Pay Off, Roll-Down Your Credit Card Debt!, More...

Insurance
Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Savings Calculator, Immediate Annuity Calculator, Life Insurance Calculator, More...

Investment
Internal Rate of Return (IRR) Calculator, More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Loan & Credit Line Payment, More...

Mortgage
Bi-weekly Payments for an Existing Mortgage, Mortgage Loan Calculator, Mortgage Payoff, Mortgage Qualifier, Mortgage Refinance Break Even, More...

Personal Finance
Checkbook Balancer, Home Budget Analysis, Student Budget, More...

Retirement
Pension Plan Retirement Options, Required Minimum Distribution (RMD), Retirement Account Contribution Accelerator, Retirement Nestegg Calculator, Retirement Planner, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Savings
College Savings, Cool Million, Savings, Taxes, and Inflation, More...

Auto


Auto Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your auto loan.
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.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
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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


Accelerated Debt PayoffConsolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
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.
Roll-Down Your Credit Card Debt!The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
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Insurance


Disability InsuranceUse 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.
Fixed Annuity CalculatorA fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
Health Savings Account (HSA) Savings CalculatorUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Immediate Annuity CalculatorEstimate what your monthly payments might be from an immediate annuity.
Life Insurance CalculatorFind out how much life insurance you really need!
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Investment


Internal Rate of Return (IRR) CalculatorUse 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 FrequenciesUse this calculator to determine your payment or loan amount for different payment frequencies.
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!
Loan & Credit Line PaymentThis calculator helps determine your loan or credit line payment.
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Mortgage


Bi-weekly Payments for an Existing MortgageThis calculator shows you the possible savings by starting to pay your current mortgage with bi-weekly payments, instead of monthly payments.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage PayoffSave thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage QualifierCan you buy your dream home? Find out just how much you can afford!
Mortgage Refinance Break EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
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Personal Finance


Checkbook BalancerBalance your checkbook with this quick and easy calculator.
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Student BudgetThis calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
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Retirement


Pension Plan Retirement OptionsUse this calculator to help decide between joint survivorship and single survivorship pension options.
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 Account Contribution AcceleratorUse this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
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.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
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, Taxes, and InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind.
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CERTIFIED PUBLIC ACCOUNTANTS