Financial Tools
Use these FREE calculator tools as often as you like, to help you better understand and prepare for your financial future.
After using the tools, please feel free to contact our office to help you establish goals and develop a detailed plan for the future.
These financial calculators require the Java plug-in. Click here to download the latest version.
Retirement and Planning Tools
Tax Calculators
- Earned Income Credit (EIC) Calculator
- Payroll Deductions
- Estate Tax Planner
- 1040 Tax Calculator
- Marginal Tax Calculator
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Rent versus Buy
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Adjustable Rate Mortgage Calculator
- ARM versus Fixed Rate Mortgage
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
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
Personal Finance
- Student Loan Consolidation and Payoff
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Comprehensive Life Insurance Needs
- Credit Assessment
- Credit Card Optimizer
- Credit Card Payoff
- Net Worth (graphical)
- Net Worth (personalized)