Business Services

Try these handy financial calculators to provide insight into your financial questions. Feel free to call us to discuss your situation.

 

These financial calculators require the Java plug-in. Click here to download the latest version.

Personal Finance

 

· Net Worth (graphical)

· Net Worth (personalized)

· Home Budget Analysis (graphical)

· Home Budget Analysis (personalized)

· Student Budget 

· Comprehensive Life Insurance Needs 

· Credit Assessment 

· Credit Card Optimizer 

· Credit Card Payoff 

Student Loan Consolidation and Payoff 

Loan Calculators

 

· Amortizing Loan Calculator (graphical)

· Amortizing Loan Calculator (personalized)

· Loan Comparison Calculator 

Loan Prequalification Calculator 

Home Ownership

 

· Rent versus Buy 

· 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 

ARM versus Fixed Rate Mortgage 

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

 

· Retirement Income 

· Retirement Planner 

· Social Security Benefits 

· Retirement Shortfall 

· 401(k) Savings Calculator 

· Roth vs. Traditional IRA 

· Roth IRA Conversion 

Required Minimum Distribution 

Vehicle Financing

 

· Auto Lease versus Buy (graphical)

· Auto Lease versus Buy (personalized)

· Auto Loans 

· Home Equity versus Auto Loan 

Auto Rebate OR Low Interest Financing 

Business Calculators

 

· Cash Flow Calculator 

· Working Capital Needs 

· Equipment Lease versus Buy 

· Financial Ratios 

· Breakeven Analysis 

Business Valuation 

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