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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

Annual Stock Option Grants Use this calculator to project how much a series of annual stock option grants could be worth to you.
Compound Interest This calculator demonstrates how compounding can affect your savings.
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Home Budget Analyze your budget, see where your money goes and find out where you can improve!
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.
Life Expectancy Calculator This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Life Insurance Find out how much life insurance you really need!
Mortgage Compare Use this calculator to compare mortgage terms, rates and amounts. Let us help you decide which loan is better for you.
Personal Debt Consolidator Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Retirement Planner Quickly determine if your retirement plan is on track – and learn how to keep it there.
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Savings, Taxes, and Inflation Use this calculator to determine how much your savings will be worth with these two important variables in mind.

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