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You have questions? We have calculators that provide answers – lots of them! Categorized by subject below, we have dozens of partner sites and resources to answer just about any question you may have. Preparation and planning are key to a successful business plan, these resources should give you a leg up!

Can’t find what you are looking for? Contact us with questions and we will be happy to help you find the answers you are looking for.

Automobile

  • Lease or buy an automobile?

  • Loan vs. 0% dealer financing?

  • What would my auto payments be?

  • Upgrade to a more fuel efficient vehicle?

  • Auto loan: accelerated payoff

  • How much vehicle can I afford?

    • Cash Flow Calculators

  • Does inflation impact my standard of living?

  • How much am I spending?

  • How much do I need for emergencies?

  • Pay down debt or invest more?

  • How long will my money last?

  • Should my spouse work?

  • What is my current net worth?

  • What is my projected net worth?

  • What is my current cash flow?

  • What is my projected cash flow?

  • Value of reducing or foregoing expenses

  • Historical inflation – compare purchasing power

    • College

  • How much should I be saving for college?

  • Can I pay back my student loans?

  • Advantages of the Coverdell ESA

  • Advantages of a 529 college savings plan

  • The value of a college education?

  • Payments on a parental (PLUS) loan?

  • Live on campus, off campus or at home?

    • Credit

  • How long will it take to pay off my credit card?

  • How long until my loan is paid off?

  • What are my loan payments?

  • What is the balance owing on my loan?

  • Consolidate my personal debt?

  • Re-structuring debts for accelerated payoff

  • Cash up front or payments over time?

  • Impact of making extra debt payments?

  • Pay off debts or invest the money?

  • Estimate my credit score

    • Home & Mortgage

  • How much home can I afford?

  • Should I refinance my home mortgage (break even)?

  • Mortgage calculator

  • Comparing mortgage terms (i.e. 15, 20, 30 year)

  • Should I pay discount points for A lower interest rate?

  • Should I rent or buy a home?

  • Should I convert to a bi-weekly payment schedule?

  • Compare a ‘no-cost’ versus traditional mortgage

  • What are the tax savings generated by my mortgage?

  • Which is better: fixed or adjustable-rate mortgage?

  • Adjustable rate mortgage calculator

  • How do closing costs impact the interest rate?

  • Compare an interest-only versus traditional mortgage

    • Insurance

  • How much life insurance do I need?

  • What is my life expectancy?

  • Needs for burial and final expenses?

  • How much disability income insurance do I need?

  • Chances of becoming disabled

  • Long-term care insurance needs

  • How much will I earn in my lifetime?

  • Tax advantages of an annuity?

  • How long will my current life insurance proceeds last?

  • Future value of an annuity?

  • Which Is Better, Comprehensive Plan Or High-Deductible Plan With HSA?

    • Paycheck & Benefits

  • How much is my company bonus after taxes?

  • How will payroll adjustments affect my take-home pay?

  • Convert my salary to an equivalent hourly wage

  • Convert my hourly wage to an equivalent salary

  • Future value of my employee stock options?

  • Exercise my “in-the-money” stock options?

  • What may my 401(k) be worth?

  • Impact of increasing my 401(k) contribution?

  • What may my 457 Plan be worth?

  • Impact of increasing my 457 Plan contribution?

    • Qualified Plans

  • Evaluate my company pension payout options

  • How much can I contribute to an IRA?

  • Retirement income from my IRA provider?

  • Convert to a Roth IRA?

  • Qualified plan is worth what retirement?

  • Current year required minimum distribution?

  • Projected required minimum distributions?

  • Lump sum distribution options?

  • Maximize my employer 401(k) match?

  • Impact of borrowing from my 401(k) plan?

  • Impact of early withdrawal from my 401(k)?I

  • ‘m self-employed, how much can I contribute to a retirement plan?

  • Net Unrealized Appreciation (NUA) vs. IRA Rollover?

    • Retirement

  • Will retirement impact my living expenses?

  • How much will I need for retirement?

  • Are my current retirement savings sufficient?

  • Social Security retirement income estimator

  • How does inflation impact my retirement income needs?

  • I’m retired, how long will my savings last?

  • When should I begin saving for retirement?

  • Convert discretionary expenses to savings?

  • How much retirement income may my 401(k) provide?

  • Compare a Roth 401(k) to a Traditional 401(K)

    • Savings

  • Becoming a millionaire

  • Income generated by a savings plan

  • How long will it take to double my money?

  • How long until my savings reach my goal?

  • Save now vs. save later

  • How much should I save to reach my goal?

  • What will my current savings grow to?

  • Calculate rate of returnHow do taxes and inflation impact my return?

  • What is my effective annual yield?

    • Taxes

  • What is my potential estate tax liability?

  • Federal income tax estimator

  • Should I adjust my payroll withholdings?

  • Will my investment interest be deductible?

  • How much self-employment tax will I pay?

  • Capital gains (and losses) tax estimator

  • Compare taxable, tax-deferred, and tax-free growth

  • How much of my social security benefit may be taxable?

  • Tax implications of paying interest?