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.
Financial Calculators
Should you lease your next automobile or finance it? Find out with this calculator!
Find out how many and what price you must sell your product at to make a profit.
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
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.
Should you lease your equipment or finance it? Find out with this calculator!
This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
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.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earning.
Find out how much life insurance you really need!
Use this calculator to project how much a series of annual stock option grants could be worth to you.
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
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.
Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.
Use this calculator to determine the future value of a lump sum.
Use this calculator to determine the present value of a future lump sum.
This calculator can help you determine exactly what it might take to return your to your original investment balance.
Use this calculator to determine the present value of a known final future value plus a stream of deposits.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Should you consolidate your debt? Use this calculator to find out.
Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
How big of a home equity line of credit can you receive? Use this calculator to find out!
Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals.
This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Use this calculator as your first step in determining your ability to qualify for a loan.
This calculator helps you to determine what your adjustable mortgage payments will be.
Use this calculator to determine your monthly payment and amortization schedule.
Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Can you buy your dream home? Find out just how much you can afford!
Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income.
Are you better off buying your home, or should you continue to rent?
This works just like a pocket 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.
Balance your checkbook with this quick and easy calculator.
How is your credit? Use this calculator for a quick assessment!
Analyze your budget, see where your money goes and find out where you can improve!
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.
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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.
Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Use this calculator to help decide between joint survivorship and single survivorship pension options.
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.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Use this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
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.
Use this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Use this calculator to help you determine your paycheck for hourly wages.
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.
Determine the gross paycheck needed to provide a required net amount.
Use this calculator to help you determine the impact of changing your payroll deductions.
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2019.