Looking for tax calculators to help estimate your taxes, or determine your capital gains or losses? Or how about a calculator to help determine if your spouse should enter the work force? This section includes a library of over one hundred financial calculators. The calculators are easy-to-use and provide in-depth analysis for virtually any financial scenario. They include graphs, charts and tables. The calculators are categorized by subject matter, which can be accessed from the links.
Please give us a call if you need assistance with the input or understanding the computed results for any of the calculators. We are dedicated to providing our clients with valuable online resources to assist them with their everyday needs and long-range planning.
Personal Finance and Tax Calculators
Cash Flow
- How Much Am I Spending?
- Should I Pay Down Debt Or Invest My Monthly Surplus?
- How Long Will My Money Last With Systematic Withdrawals?
- Should My Spouse Enter The Work Force?
- What Is My Current Net Worth?
- How Does Inflation Impact My Standard Of Living?
- What Is My Projected Net Worth?
- How Much Is My Current Cash Flow?
- Projected Cash Flow
- What Is The Value Of Reducing, Postponing or Foregoing Expenses?
College Calculators
- How Much Should I Be Saving For College?
- Feasibility of Student Loan Repayment
- What Are The Advantages Of A Coverdell ESA?
- Advantages Of A 529 College Savings Plan?
- What Is The Value Of A College Education?
- How Much Are The Payments On A Parental (PLUS) Loan?
- Should I Live At Home, On Campus, Or Off Campus?
Credit Calculators
- How Long Will It Take To Pay Off My Credit Card?
- How Long Until My Loan Is Paid Off?
- What Would My Loan Payments Be?
- Should I Lease or Purchase An Auto?
- What Is The Balance On My Loan?
- Should I Consolidate My Personal Debt Into A New Loan?
- Which Is Better: Cash Up Front Or Payments Over Time?
- What Is The Impact Of Making Extra Payments On My Debt?
- Should I Pay Off Debt or Invest?
- Auto Purchase: Loan Versus 0% Dealer Financing?
Home and Mortgage Calculators
- How Much Home Can I Afford?
- Should I Refinance My Mortgage?
- Comprehensive Mortgage Calculator
- Comparing Mortgage Terms (i.e. 15, 20, 30 year)
- Should I Pay Discount Points For A Lower Interest Rate?
- Rent or Buy A Home?
- Should I Convert to a Bi-Weekly Payment Schedule?
- Compare A ‘No-Cost’ Versus Traditional Mortgage
- What Are The Tax Savings Generated By My Mortgage?
- Which is Better: Fixed or Adjustable-Rate Mortgage?
- Adjustable Rate Mortgage Calculator
- How Do Closing Costs Impact The Interest Rate?
Investment Calculators
- How Should I Allocate My Assets?
- What Is The Value Of A Bond?
- Compare Taxable Versus Tax-Free Investment Return
- What Is The Return On My Real Estate Investment?
- What Is The Value Of Compound Interest?
- Value Of A Call Or Put Option?
- Taxable vs. Tax-Deferred Savings?
- What Is My Risk Tolerance?
- What Is The Long-Term Impact Of Increased Investment Return?
- Certificate Of Deposit (CD) Analyzer
- What Is The Dividend Yield On A Stock
Paycheck and Benefits Calculators
The calculators offer unmatched features for paycheck modeling. These personal finance paycheck calculators are here for employees to better manage their paychecks.
- Paycheck Calculator
Here you may calculate your net pay or “take home pay.” Take home pay is what is left from your wages after withholdings for taxes and deductions for benefits have been subtracted. Salaried employees can enter either their annual salary or earnings per pay period.
Other Paycheck, Benefit and Tax Calculators
- How Much Will My Company Bonus Net After Taxes?
- How Will Payroll Adjustments Affect My Take-Home Pay?
- Convert My Salary To An Equivalent Hourly Wage
- Convert My Hourly Wage To An Equivalent Annual Salary
- What Is The Future Value Of My Employee Stock Options?
- Should I Exercise My ‘In-The-Money’ Stock Options?
- What May My 401(k) Be Worth?
- What Is The Impact Of Increasing My 401(k) Contribution?
Qualified Plans
- Evaluate My Company Pension Payout Options
- How Much Can I Contribute To An IRA?
- How Much Retirement Income May My IRA Provide?
- Should I Convert To A Roth IRA?
- What Will My Qualified Plan(s) Be Worth At Retirement?
- Current Year Required Minimum Distribution?
- What Is My Projected Required Minimum Distribution?
- What Are My Lump Sum Distribution Options?
- How Do I Maximize My Employer 401(k) Match?
- What Is The Impact Of Borrowing From My 401(k) Plan?
- What Is The Impact Of Early Withdrawal From My 401(k)?
- Self-Employed Retirement Plan Maximum Contribution Calculator
- Net Unrealized Appreciation (NUA) vs. IRA Rollover
Retirement Calculators
- How Will Retirement Impact My Living Expenses?
- How Much Will I Need To Save For Retirement?
- Are My Current Retirement Savings Sufficient?
- Social Security Retirement Income Estimator
- How Does Inflation Impact My Retirement Income Needs?
- I’m Retired, How Long Will My Savings Last?
- When Should I Begin Saving For Retirement?
- Should I Convert Discretionary Expenses To Savings?
- How much retirement income may my 401(k) provide?
- Compare the Roth 401(k) to a Traditional 401(k)
Savings Calculators
- Becoming A Millionaire
- Income Generated By A Savings Plan
- How Long Will It Take To Double My Savings?
- How Long Until My Savings Reach My Goal?
- Save Now vs. Save Later
- How Much Should I Save to Reach My Goal?
- What Will My Current Savings Grow To?
- Calculate Rate Of Return
- How Do Taxes and Inflation Impact My Investment Return?
- What Is The Effective Annual Yield On My Investment?
Tax Calculators
- What Is My Potential Estate Tax Liability?
- Federal Income Tax Estimator
- Should I Adjust My Payroll Witholdings?
- Will My Investment Interest Be Deductible?
- How Much Self-Employment Tax Will I Pay?
- Capital Gains (Losses) Tax Estimator
- Compare Taxable, Tax-Deferred And Tax-Free Investment Growth
- How Much Of My Social Security Benefit May Be Taxed?
- What Are The Tax Implications Of Paying Interest?
- Should I Itemize Or Take The Standard Deduction?
- What Is My Tax-Equivalent Yield?
Discover additional Tax Tools and Resources, or a helpful list of what to bring for your initial tax consultation.
Video: Can I Get a Tax Deduction for a Home Office?
