Should I refinance my mortgage? How much do I need to save for my child's college education? Our clients often consider questions like these. Here are some 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.
Accelerated Debt Payoff, Consolidation Loan Investment Calculator, Credit Card Optimizer, Credit Card Pay Off, How much do you owe?, Personal Debt Consolidation, Roll-Down Your Credit Card Debt!, More...
Disability Insurance, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Long Term Care Calculator, Variable Annuity Calculator, More...
Future Value Calculator, Investment Returns, IRR Calculator, Lump Sum Future Value Calculator, Municipal Bond Tax Equivalent Yield, Present Value Calculator, Taxable vs. Tax Advantaged Investments, More...
401(k) Savings Calculator, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 72(t) Calculator, Beneficiary Required Minimum Distributions, How Important is Social Security?, How long will my retirement savings last?, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Income, Retirement Pension Planner, Retirement Plan Withdrawal, Retirement Planner, Retirement Shortfall, Roth IRA Calculator, Roth IRA Conversion, Roth vs. Traditional 401(k), Roth vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...
Certificate of Deposit Calculator, College Savings, Compound Interest and Your Return, Emergency Savings Calculator, Savings Calculator, Savings Distribution Calculator, Savings Goals, Savings, Taxes, and Inflation, More...
This calculator shows you possible savings by using an accelerated bi-weekly payment on your auto loan. This simple technique can shave time off your auto loan and could save you hundreds or even thousands of dollars in interest.
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.
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.
Consolidating 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.
Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.
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.
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
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.
Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
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.
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
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.
There 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.
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
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.
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Enter your filing status, income, deductions and credits and we will estimate your total taxes for 2011. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April 2012.
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.
Use this calculator to see how participating in your employer's Section 125 Cafeteria Plan can help you pay less tax, and increase your net take home pay.
