Financial Calculators
Try these handy financial calculators to provide insight into your financial questions. Feel free to call us to discuss your situation.
Tax Calculators
Retirement and Planning Tools
- Roth vs. Traditional IRA
- Retirement Planner
- Roth IRA Conversion
- Social Security Benefits
- Required Minimum Distribution
- Retirement Shortfall
- 401(k) Savings Calculator
- Retirement Income
Personal Finance
- Credit Assessment
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Net Worth (graphical)
- Net Worth (personalized)
Savings and Investments
- Savings Goals
- Savings Calculator
- Savings, Taxes and Inflation
- College Savings (graphical)
- College Savings (personalized)
- Compound Interest and your Return
- Investment Goal Calculator
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Rent versus Buy
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator