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
Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
This calculator helps you to determine what your adjustable mortgage payments will be.
Use this calculator to see how much interest you can save by refinancing your mortgage!
This works just like a pocket calculator.
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 see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan 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 help determine how you can stretch out your retirement plan distributions for as long as possible.
Use this calculator to determine which IRA may be right for you.
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.
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 determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
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.