Financial Tools
Before seeking the aid of a financial planner there are some things you can and should do for yourself. These calculators are organized to help yor understand and improve your personal financial situation. All you need to do is use them properly.
Scroll down the page for valuable financial tools that you can use.
These financial calculators require the Java plug-in. Click here to download the latest version.
Retirement and Planning Tools
- Roth IRA Conversion
- Required Minimum Distribution
- Retirement Income
- Retirement Planner
- Social Security Benefits
- Retirement Shortfall
- 401(k) Savings Calculator
- Roth vs. Traditional IRA
Tax Calculators
- Earned Income Credit (EIC) Calculator
- Payroll Deductions
- Estate Tax Planner
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Rent versus Buy
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Adjustable Rate Mortgage Calculator
- ARM versus Fixed Rate Mortgage
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
Vehicle Financing
- Auto Lease versus Buy (graphical)
- Auto Lease versus Buy (personalized)
- Auto Loans
- Home Equity versus Auto Loan
- Auto Rebate OR Low Interest Financing
Personal Finance
- Student Loan Consolidation and Payoff
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Comprehensive Life Insurance Needs
- Credit Assessment
- Credit Card Optimizer
- Credit Card Payoff
- Net Worth (graphical)
- Net Worth (personalized)