Planning Calculators
These handy calculators provide some basic tax planning tools and help you get an idea of what your situation is like. Feel free to call us to discuss your situation.
Tax Calculators
- Payroll Deductions
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
- Earned Income Credit (EIC) Calculator
- Estate Tax Planner
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)
- Credit Card Optimizer
- Student Budget
- Credit Card Payoff
- Comprehensive Life Insurance Needs
- Student Loan Consolidation and Payoff
- 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 Distributions
- Investment Goal Calculator
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- ARM versus Fixed Rate Mortgage
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Adjustable Rate Mortgage Calculator
- Rent versus Buy
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
Vehicle Financing
- Auto Rebate OR Low Interest Financing
- Auto Lease versus Buy (graphical)
- Auto Lease versus Buy (personalized)
- Auto Loans
- Home Equity versus Auto Loan