Calculators

  • Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
  • Refinance BreakevenShould you refinance your mortgage? Use this calculator to determine when you will breakeven!
  • 15 Year vs. 30 Year MortgageUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
  • 1040 Tax CalculatorHow much income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
  • Estate Tax PlanningKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
  • Retirement PlannerQuickly determine if your retirement plan is on track – and learn how to keep it there.
  • Social SecurityUse this calculator to estimate your Social Security benefits.
  • Roth vs Traditional IRAUse this calculator to determine which IRA is right for you.
  • Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
  • Net Worth CalculatorThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
  • Life Insurance CalculatorHow much life insurance do you really need? Find out here!
  • Breakeven AnalysisFind out how many and at what price you must sell your product to make a profit.
  • Financial RatiosThis calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
  • Inventory AnalysisUse this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
  • Cash Flow CalculatorHaving adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
  • Working Capital NeedsWorking capital is essential to running your business. This calculator assists you in determining your working capital needs for the next year.
  • Business ValuationEnter your cash flow information, your cost of capital and your growth rate to determine your business NPV valuation.
  • Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!