RESOURCES
Here are some financial calculators we think will be helpful to you.
Tax Calculators
- What is my potential estate tax liability?
- Federal income tax estimator
- Should I adjust my payroll withholdings?
- Will my investment interest be deductible?
- How much self-employment tax will I pay?
- Capital gains (and losses) tax estimator
- Compare taxable, tax-deferred, and tax-free growth
- How much of my social security benefit may be taxable?
- Tax implications of paying interest?
- Itemize or take the standard deduction?
- What is my taxable-equivalent yield?
- Tax refund estimator
- Tax freedom day
Business Calculators
- Tax savings of a qualified retirement/cafeteria plan
- What are my new business startup costs?
- Should I pay or charge monthly, quarterly or annually?
- What is the value of my business?
- How many units do I need to sell to breakeven?
- Should I lease or buy equipment?
- What are my business financial ratios?
- What is my total employee compensation package worth?
- What are my tax savings with Section 179 deduction?
Mortgage Calculators
- How much home can I afford?
- Should I refinance my home mortgage?
- Mortgage calculator
- Comparing mortgage terms (i.e. 15, 20, 30 year)
- Should I pay discount points for A lower interest rate?
- Should I rent or buy a home?
- Should I convert to a bi-weekly payment schedule?
- Compare a ‘no-cost’ versus traditional mortgage
- What are the tax savings generated by my mortgage?
- Which is better: fixed or adjustable-rate mortgage?
- Adjustable rate mortgage calculator
- How do closing costs impact the interest rate?
- Compare an interest-only versus traditional mortgage
- How much can I borrow from my home equity (HELOC)?
Retirement Calculators
- Will retirement impact my living expenses?
- How much will I need for retirement?
- Are my current retirement savings sufficient?
- Social Security retirement income estimator
- How does inflation impact my retirement income needs?
- I’m retired, how long will my savings last?
- When should I begin saving for retirement?
- Convert discretionary expenses to savings?
- How much retirement income may my 401(k) provide?
- Compare a Roth 401(k) to a Traditional 401(K)
Investment Calculators
- How should I allocate my assets?
- Compare taxable / tax-free investment return
- What is the value of a bond?
- Return on my real estate investment?
- The value of compound interest?
- The value of a call or put option?
- Taxable vs. tax-advantaged saving comparison
- What is my risk tolerance?
- What is the long-term impact of increased return?
- Certificate of Deposit (CD) analyzer
- What is the dividend yield on a stock?
- How do expenses impact mutual fund returns
- Certificate of Deposit (CD) laddering strategy
- Share Certificate analyzer
- Share Certificate laddering strategy
Automobile Calculators
- Lease or buy an auto?
- Loan vs. 0% dealer financing?
- What would my auto payments be?
- Upgrade to a more fuel efficient vehicle?
- Auto loan: accelerated payoff
- How much vehicle can I afford?
- Should I refinance my auto loan at a lower rate?
- How much can I lower my monthly payment with a new auto loan?
Savings Calculators
- Becoming a millionaire
- Income generated by a savings plan.
- How long will it take to double my money?
- How long until my savings reach my goal?
- Save now vs. save later
- How much should I save to reach my goal?
- What will my current savings grow to?
- Calculate rate of return
- How do taxes and inflation impact my return?
- What is my effective annual yield?
Cash Flow Calculators
- Does inflation impact my standard of living?
- How much am I spending?
- How much do I need for emergencies?
- Pay down debt or invest more?
- How long will my money last?
- Should my spouse work?
- What is my current new worth?
- What is my projected net worth?
- What is my current cash flow?
- What is my projected cash flow?
- Value of reducing or foregoing expenses
- Historical inflation – compare purchasing power
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Contact us today to see how we can help you or your business achieve financial stability and peace of mind.