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 your decision making process.



Financial Calculators
Accelerated Debt Payoff Consolidating 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.
Auto Rebate vs. Low Interest Financing Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
Bi-weekly Payment Calculator This calculator shows you the possible savings by using an accelerated bi-weekly mortgage payment.
Buy vs. Lease Should you lease your next automobile or finance it? Find out with this calculator!
Compound Interest This calculator demonstrates how compounding can affect your savings.
Consolidation Loan Investment Calculator Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.
Credit Line How big a line of credit can you receive? Use this calculator to find out!
Disability Insurance Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
Education Savings Use this calculator to help develop or fine-tune your education savings plan.
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Equipment Buy vs. Lease Should you lease your next equipment or finance it? Find out with this calculator!
Investment Goal Calculator Use this calculator to see if your investment plan is on track to meet your investment goals and receive suggestions on how to change it if you are falling short.
Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.
Investor Profile Questionnaire The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.
Life Insurance Find out how much life insurance you really need!
Low Interest Financing Savings Low, promotional interest rates can save you a great deal of money when you finance your car or truck. Use this calculator to help find the best monthly payment and how much interest you could save.
Mortgage Calculator Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Compare Use this calculator to compare mortgage terms, rates and amounts. Let us help you decide which loan is better for you.
Mortgage Payoff Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Qualifier This calculator helps you determine just how much house you can afford.
Personal Debt Consolidator Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Taxable vs. Tax Advantaged Investments This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.