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.
Auto
Auto Rebate vs. Low Interest Financing, Car Loan Calculator, Dealer Financing vs. Credit Union Financing, Lease vs. Buy, Low Interest Financing Savings, More...
Business
Breakeven Analysis, Cash Flow Calculator, Commercial Loan Calculator, Equipment Buy vs. Lease, Profit Margin Calculator, Working Capital Needs, More...

Insurance
Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Health Savings Accounts (HSA) Employer Benefit, More...

Investment
Annual Stock Option Grants, Future Value Calculator, Investment Property Calculator, Lump Sum Future Value Calculator, Lump Sum Present Value Calculator, Municipal Bond Tax Equivalent Yield, Personal Economic Recovery Calculator, REIT Tax-Equivalent Distribution, More...

Loan
Amortizing Loan Calculator, Enhanced Loan Calculator, Existing Loan Calculator, Loan Prequalification Calculator, More...

Mortgage
ARM & Interest Only ARM vs. Fixed Rate Mortgage, Fixed Rate Mortgage vs. Interest Only Mortgage, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Points Calculator, Mortgage Refinance Break Even, More...

Retirement
Roth 401(k) vs. Traditional 401(k), Roth IRA Conversion with Distributions, Roth IRA vs. Traditional IRA, More...

Savings
Benefit of Spending Less, College Savings, Home Buyer Savings Calculator, Savings, Taxes, and Inflation, More...

Tax
Earned Income Credit (EIC) Calculator, Flexible Spending Account (FSA) Calculator, Payroll Deductions Calculator, More...

Auto


Auto Rebate vs. Low Interest FinancingUse this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Dealer Financing vs. Credit Union FinancingUse this calculator to help you determine whether you should take advantage of low interest dealer financing or credit union financing combined with a manufacturer rebate.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
Low Interest Financing SavingsLow, promotional interest rates can save you a great deal of money when you finance your car or truck. Use this calculator to help find the best monthly payment and how much interest you could save.
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Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Cash Flow CalculatorHaving adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan CalculatorUse this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
Profit Margin CalculatorThis calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working Capital NeedsWorking capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
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Insurance


Health Savings Account (HSA) Contribution CalculatorThis Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Health Savings Account (HSA) Goal CalculatorAre you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
Health Savings Account (HSA) Savings CalculatorUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Health Savings Account (HSA) vs. Traditional Health PlanCompare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
Health Savings Accounts (HSA) Employer BenefitThis calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
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Investment


Annual Stock Option GrantsUse this calculator to project how much a series of annual stock option grants could be worth to you.
Future Value CalculatorUse this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Investment Property CalculatorAn investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
Lump Sum Future Value CalculatorUse this calculator to determine the future value of a lump sum.
Lump Sum Present Value CalculatorUse this calculator to determine the present value of a future lump sum.
Municipal Bond Tax Equivalent YieldIncome 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.
Personal Economic Recovery CalculatorThis calculator can help you determine exactly what it might take to return your to your original investment balance.
REIT Tax-Equivalent DistributionThis calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
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Loan


Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Enhanced Loan CalculatorUse the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Existing Loan CalculatorUse this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Loan Prequalification CalculatorUse this calculator as your first step in determining your ability to qualify for a loan.
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Mortgage


ARM & Interest Only ARM vs. Fixed Rate MortgageUse this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.
Fixed Rate Mortgage vs. Interest Only MortgageUse this calculator to compare a fixed rate mortgage to Interest Only Mortgage.
Mortgage Comparison: 15 Years vs. 30 YearsUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Points CalculatorShould you buy points? Use this calculator to find out.
Mortgage Refinance Break EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
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Retirement


Roth 401(k) vs. Traditional 401(k)Use this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA Conversion with DistributionsUse this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
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Savings


Benefit of Spending LessReducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.
College SavingsUse this calculator to help develop or fine tune your education savings plan.
Home Buyer Savings CalculatorUse this tool to help you calculate what it might take to save for your new house.
Savings, Taxes, and InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind.
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Tax


Earned Income Credit (EIC) CalculatorUse this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
Flexible Spending Account (FSA) CalculatorUse this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Payroll Deductions CalculatorUse this calculator to help you determine the impact of changing your payroll deductions.
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