Personalized Financial Management for You & Your Business
"I would like to electrocute everyone who uses the word 'fair' in connection with income tax policies." — William F. Buckley, American author & journalist (1925–2008)
Should I refinance my mortgage? How much do I need to save for my child's college education? As tax 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 your decision making process.
Auto Loan Early Payoff, Auto Rebate vs. Low Interest Financing, Car Loan Calculator, Dealer Financing vs. Credit Union Financing, Home Equity Loan vs. Auto loan, Lease vs. Buy, Low Interest Financing Savings
Comprehensive Life Insurance Analysis, Disability 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, Life Insurance Calculator, Long Term Care Calculator, Variable Annuity Calculator
Alternative Payment Frequencies, Amortizing Loan Calculator, Debt Consolidation Calculator, Equity Line of Credit Payments, Existing Loan Calculator, Home Equity Line of Credit Calculator, Line of Credit Payoff, Loan & Credit Line Payment, Loan & Credit Line Tax Savings, Loan Comparison Calculator, Loan Prequalification Calculator
401(k) Calculator, 403(b) Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, IRA Spend It or Save It Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD) for Current Year, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Plan Withdrawal, Retirement Planner, Retirement Planner with Retirement Earnings, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA Conversion with Distributions, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Social Security Benefits, Traditional IRA Calculator
Benefit of Spending Less, CD Ladder Calculator, Certificate of Deposit Calculator, College Savings, Compare Savings Rates, Compound Savings Calculator, Compounding and Your Return, Cool Million, Don't Delay Your Savings!, Emergency Savings Calculator, Lunch Savings, Savings Distribution Calculator, Savings Goals, Savings, Taxes, and Inflation
The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt.
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Income 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.
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.