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.
Auto
Car Loan Calculator
Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Home Equity Loan vs. Auto loan
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. Buy
Should you lease your next automobile or finance it? Find out with this calculator!
Business
Breakeven Analysis
Find out how many and what price you must sell your product at to make a profit.
Equipment Buy vs. Lease
Should you lease your equipment or finance it? Find out with this calculator!
Debt and Credit Cards
Debt & Credit Card Pay Off
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.
Insurance
Health Savings Account (HSA) Contribution Calculator
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Life Insurance Calculator
Find out how much life insurance you really need!
Loan
Alternative Payment Frequencies
Use this calculator to determine your payment or loan amount for different payment frequencies.
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Loan & Credit Line Payment
This calculator helps determine your loan or credit line payment.
Mortgage
Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Payoff
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Points Calculator
Should you buy points? Use this calculator to find out.
Mortgage Refinance Break Even
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Refinance Interest Savings
Use this calculator to see how much interest you can save by refinancing your mortgage!
Personal Finance
Checkbook Balancer
Balance your checkbook with this quick and easy calculator.
Home Budget Analysis
Analyze your budget, see where your money goes and find out where you can improve!
Retirement
Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.
Social Security Benefits
Use this calculator to estimate your Social Security benefits.
Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?
Savings
College Savings
Use this calculator to help develop or fine tune your education savings plan.
Cool Million
Find out when your savings plan may make you a millionaire!
Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out.
Tax
1040 Tax Calculator
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.