Calculators

  • Business

    • What are my business financial ratios?
    • What are the tax savings of a qualified retirement/cafeteria plan?
    • What is the value of my business?

    Cash Flow

    • Historical inflation - Compare purchasing power
    • How does inflation impact my standard of living?
    • How long will my money last with systematic withdrawals?
    • How much do I need for emergencies?
    • Should I pay down debt or invest my monthly surplus?
    • What is my current net worth?
    • What is my projected net worth?

    College

    • What is the value of a college education?
    • When should I begin saving for my child's college?
    • Will I be able to pay back my student loans?

    Credit

    • Do I have too much debt?
    • How long until my loan is paid off?
    • How long will it take to pay off my credit card(s)?
    • Should I pay off debt or invest?

    Insurance

    • How much life insurance do I need?
    • What are the tax advantages of an annuity?
    • What is the future value of an annuity?
    • What is my life expectancy?

    Investments

    • Compare taxable vs. tax-free investment return
    • What is my risk tolerance?
    • What is the dividend yield on a stock?
    • What is the long-term impact of increased investment return?
    • What is the return on my real estate investment?
    • What is the value of a bond?
    • What is the value of a call or put option?
    • What is the value of compound interest?

    Paycheck and Benefits

    • What may my 401(k) be worth?
    • What is the impact of increasing my 401(k) contribution?
    • What is the impact of increasing my 457 Plan contribution?

    Qualified Plans

    • How much can I contribute to an IRA?
    • How do I maximize my employer 401(k) match?
    • How much retirement income may my IRA provide?
    • I'm self-employed, how much can I contribute to a retirement plan?
    • Should I convert to a Roth IRA?
    • What are my Stretch IRA distributions?
    • What is my current year required minimum distribution?
    • What is the impact of borrowing from my retirement plan?
    • What is the impact of early withdrawal from my 401(k)?

    Retirement

    • How does inflation impact my retirement income needs?
    • How much will I need to save for retirement?
    • Social security retirement income estimator

    Saving

    • How much should I save to reach my goal?
    • How do taxes and inflation impact my investment return?