Financial Calculators
Try these handy financial calculators to provide insight into your financial questions. These calculations are a handy tool to quickly see the impact of a financial decision. However, the tools do not look at the big picture of your unique individual situation, so please call to discuss a more in depth view.
Tax Calculators
- Payroll Deductions
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
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
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Credit Card Payoff
- Comprehensive Life Insurance Needs
Savings and Investments
- Savings Goals
- Savings Calculator
- College Savings (graphical)
- College Savings (personalized)
- Compound Interest and your Return
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