Financial Tools

Financial Tools

These tools are for you.  If you need help using them, give a call and we will get you on the right track.  These are free, printable and there are many to choose from.  The loan and business calculators are really useful and there is even a quick Roth IRA conversion analyzer.  We hope you find these helpful.

Financial Calculators

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Should you lease your next automobile or finance it? Find out with this calculator!
Find out how many and what price you must sell your product at to make a profit.
Should you lease your equipment or finance it? Find out with this calculator!
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Find out how much life insurance you really need!
Use this calculator to determine your payment or loan amount for different payment frequencies.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
This calculator helps determine your loan or credit line payment.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you buy points? Use this calculator to find out.
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Use this calculator to see how much interest you can save by refinancing your mortgage!
Balance your checkbook with this quick and easy calculator.
Analyze your budget, see where your money goes and find out where you can improve!
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to help develop or fine tune your education savings plan.
Find out when your savings plan may make you a millionaire!
What will it take to reach your savings goal? This financial calculator helps you find out.
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.