financial calculators.

These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

taxation

  • + Federal income tax estimator
  • + How much self-employment tax will I pay?
  • + What is my taxable-equivalent yield?
  • + Tax refund estimator
  • + Tax freedom day

business

  • + What are the tax savings of a qualified retirement/cafeteria plan?
  • + Should I pay or charge monthly, quarterly or annually?
  • + What is the value of my business?
  • + How many units do I need to sell to breakeven?
  • + Should I lease or buy equipment?
  • + What are my tax savings with Section 179 deduction?

credit & debt

  • + Should I pay down debt or invest more?
  • + How long will my money last?
  • + Historical inflation - Compare purchasing power

investment

  • + Compare taxable vs. tax-free investment return
  • + What is the value of a bond?
  • + What is the value of compound interest?
  • + What is the value of a call or put option?
  • + Taxable vs. tax-advantaged saving comparison
  • + What is the long-term impact of increased return?
  • + Certificate of deposit (CD) analyzer
  • + What is the dividend yield on a stock?
  • + How do expenses impact mutual fund returns?

home & mortgage

  • + Comprehensive mortgage calculator
  • + Should I convert to a bi-weekly payment schedule?
  • + What are the tax savings generated by my mortgage?
  • + Compare an interest-only versus traditional mortgage

cash flow

  • + Should I pay down debt or invest more?
  • + How long will my money last?
  • + Historical inflation - Compare purchasing power

retirement

  • + Social security retirement income estimator
  • + How does inflation impact my retirement income needs?>
  • + Convert discretionary expenses to savings

college

  • + Will I be able to pay back my student loans?
  • + What are the advantages of the Coverdell ESA?
  • + What are the advantages of a 529 College Savings Plan?
  • + What is the value of a college education?
  • + What are the payments on a parental (PLUS) loan?