### Mortgage Calculators

## Interest vs Traditional Mortgage Calculator

Determine payments & total interest paid with each loan type.

### Auto Calculators

## Loan vs 0% Dealer Finance Calculator

Is dealership financing better for me than traditional auto loan financing?

### Retirement Calculators

### College Calculators

## College Savings Calculator

determine how much you should be saving for college on a regular basis.

## College Expense Calculator

determine whether living on or off campus is better and to see the costs associated with these alternatives.

## Student Loan Calculator

help gauge the feasibility of your student loan repayment with your anticipated future income.

## College Investment Value Calculator

Use this calculator to see the value of a college education.

### Insurance Calculators

## Life Insurance Calculator

This life insurance calculator will help you determine the policy that is right for you.

## Disability Income Insurance Calculator

Your chances of becoming disabled are far greater than your chances of dying.

## Lifetime Earnings Calculator

This calculator, designed to help you estimate how much you'll earn before you retire,

## Future Value of Annuity Calculator

Use this calculator to help determine your annuity value in a given year

## Life Expectancy Calculator

help determine how many years you may need to plan for in retirement

## Annuity Tax Advantages Calculator

Use this calculator to compare the tax advantages of saving in an annuity.

## Compare HSA Plans Calculator

Compare a traditional, low-deductible health plan to a high-deductible health plan.

## Funeral Expense Calculator

Use this calculator as a guideline to help estimate your burial and final expenses.

## Long Term Care Insurance Calculator

Determine your potential long-term care needs and how long your current assets might last.

## Life Insurance Longevity Calculator

You may think that you are adequately insured in the event of your death.

### Business Calculators

## Qualified vs Cafeteria Plan Calculator

Estimate the potential savings generated by implementing one or both of these plans.

## Business Valuation Calculator

Some people are just curious what their business is worth, some need a formal valuation and others are selling.

## Financial Ratios Calculator

Liquidity, efficiency, and profitability ratios, compared with other businesses in your industry

## Business Startup Cost Calculator

Use this calculator to help discover and estimate your total business startup costs.

## Breakeven Analysis Calculator

determine the number of units required to breakeven plus the potential profit

## Employee Compensation Value

Use this calculator to help illustrate the total compensation package for an employee.

### Qualified Plans Calculators

## Convert to Roth IRA Analysis

Roth IRA is a great way for clients to create tax-free income from their retirement assets.

## IRA Rollover Calculator

When you retire and take distribution of your funds you have many options to consider.

## Employer 401K Match Calculator

Many employees are not taking full advantage of their employer's matching contributions.

## Self-Employed Retirement Calculator

Determine your maximum contribution amount for the different types of small business retirement plans, such as Individual(k), SIMPLE IRA or SEP-IRA.

## IRA Contribution Calculator

determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA

## Qualified Plans Worth Calculator

estimate how much you may accumulate by saving in a qualified plan.

## Projected Required Minimum Calculator

Current tax law specifies that once you reach age 72 you must begin making taxable withdrawals from your Traditional IRAs

## Retirement Borrowing Calculator

Make a more informed decision about whether a loan is the right approach for your financial situation.

## NUA vs IRA Rollover Calculator

Consideration of NUA strategy is important if you are distributing highly appreciated employer securities from your prior employer's qualified plan, such as 401(k).

## IRA Retirement Income Calculator

estimate your monthly and annual income from various IRA types.

## Current Year Required IRA Minimum

RMD amount is determined based on your prior year's IRA balance of all of your IRA assets divided by your life expectancy.

## Employer 401K Match Calculator

Many employees are not taking full advantage of their employer's matching contributions.

## Early 401fK Withdrawal

Calculator

Determine the impact of lost contributions and retirement funds due to early withdrawal.

## Stretch IRA Distribution Calculator

Use this calculator to provide a hypothetical projection of the required minimum distributions for you and your beneficiary.

### Investment Calculators

## Allocate Assets Calculator

Determine your portfolio allocation based on your propensity for risk.

## Real Estate Return Calculator

Use this calculator to help you determine your potential IRR (internal rate of return) on a property.

## Taxable vs Tax-Advantage Calculator

Determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.

## Certificate Of Deposit Value Calculator

Use this Certificate of Deposit Calculator to help determine the potential interest growth and tax liability on your Certificate of Deposit.

## Compound Interest Calculator

Compound interest can have a dramatic effect on the growth of an investment.

## Risk Tolerance Calculator

Complete the following questionnaire to help determine your risk profile.

## Mutual Fund Returns Calculator

Use this calculator to estimate the impact these charges may have on the growth of your investment.

## Increased Investment Returns Calculator

You could accumulate in savings simply by repositioning assets to achieve potentially a slightly higher return.

## CD Laddering Calculator

Use this calculator to determine the additional interest you could earn with a CD laddering strategy.