Financial Tools

Should I refinance my mortgage? How much do I need to save for my child's college education? As accounting 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 the decision making process.

Business
Equipment Buy vs. Lease, Financial Ratios, More...
Debt and Credit Cards
Accelerated Debt Payoff, How much do you owe?, More...

Loan
Amortizing Loan Calculator, Balloon Loan Calculator, More...

Mortgage
Mortgage Loan Calculator, Mortgage Payoff, More...

Personal Finance
Home Budget Analysis, Net Worth, Student Budget, More...

Retirement
Beneficiary Required Minimum Distributions, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Planner with Retirement Earnings, More...

Savings
Benefit of Spending Less, More...

Business


Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
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.
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Debt and Credit Cards


Accelerated Debt PayoffConsolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
How much do you owe?Use this calculator as a starting point for your debt management plan.
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Loan


Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Balloon Loan CalculatorA balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you.
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Mortgage


Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage PayoffSave thousands of dollars in interest by increasing your monthly mortgage payment.
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Personal Finance


Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Student BudgetThis calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
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Retirement


Beneficiary Required Minimum DistributionsUse this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Required Minimum Distribution (RMD) for Current YearUse this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Planner with Retirement EarningsPlan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
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Savings


Benefit of Spending LessReducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.
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