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
Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy More...
clear
Business
Equipment Buy vs. Lease More...

Debt and Credit Cards
Credit Card Pay Off More...
clear
Insurance
Disability Insurance, Life Insurance Calculator, Long Term Care Calculator More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Loan & Credit Line Payment More...
clear
Mortgage
Mortgage Loan Calculator, Mortgage Points Calculator, Mortgage Tax Savings Calculator, Refinance Interest Savings More...

Personal Finance
Home Budget Analysis, Life Expectancy More...
clear
Retirement
Beneficiary Required Minimum Distributions, Required Minimum Distribution (RMD), Retirement Pension Planner, Retirement Planner, Roth IRA Calculator, Roth IRA vs. Traditional IRA, Social Security Benefits More...

Savings
College Savings, Emergency Savings Calculator More...
clear
Tax
Estate Tax Planning, Marginal Tax Rate Calculator, Payroll Deductions Calculator More...

Auto


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.
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!
< Back

Business


Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
< Back

Debt and Credit Cards


Credit Card Pay Off Use 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.
< Back

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!
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.
< Back

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!
Loan & Credit Line Payment This calculator helps determine your loan or credit line payment.
< Back

Mortgage


Mortgage Loan Calculator Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Points Calculator Should you buy points? Use this calculator to find out.
Mortgage Tax Savings Calculator 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.
Refinance Interest Savings Use this calculator to see how much interest you can save by refinancing your mortgage!
< Back

Personal Finance


Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Life Expectancy 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.
< Back

Retirement


Beneficiary Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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 Quickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
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.
< Back

Savings


College Savings Use this calculator to help develop or fine tune your education savings plan.
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.
< Back

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.
Payroll Deductions Calculator Use this calculator to help you determine the impact of changing your payroll deductions.
< Back
HomeFirm ProfileClient ServicesAlertsInfo CenterNewslettersFinancial ToolsLinksOur Team