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 the decision making process.

Financial Calculators

Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
Should you lease your next automobile or finance it? Find out with this calculator!
Should your business consolidate its debt? Use this calculator to find out.
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 tool calculates debt service and illustrates how debt service coverage ratios are impacted by changing income and capital assumptions.
Should you lease your equipment or finance it? Find out with this calculator!
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.
This calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
Find out how much life insurance you really need!
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.
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
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.
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.
This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
Use this calculator to determine your payment or loan amount for different payment frequencies.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
A balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you.
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.
A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.
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.
Use this calculator to determine your monthly payment and amortization schedule.
Are you better off buying your home, or should you continue to rent?
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 see what your net 457 plan withdrawal would be after taxes are taken into account.
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
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 see how increasing your contributions to qualified retirement plan help save for your retirement.
Use this calculator to determine which 401(k) contribution type might be right for you.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to help develop or fine tune your education savings plan.
Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
What will it take to reach your savings goal? This financial calculator helps you find out.
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.
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 help you determine your paycheck for hourly wages.
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 the current tax year.
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