Although most of our clients rely on us for their business, tax and financial needs, we also know that many clients prefer do much of their preliminary research for themselves. On this page you'll find links to federal, state, and county websites that you can use as a starting point for tax and financial information.
Calculators are a way to get preliminary answers to budgeting and financial planning questions, and while they should not be used as a definitive solution, feel free to use them as a guide. Hover your mouse over the name of calculator to view a description of its function.
For your convenience we've also included a calendar of important tax and financial planning deadlines.
The Loan Payment Calculator will compute a loan's payment amount at various payment intervals - based on the principal amount borrowed, the length of the loan and the annual interest rate
The Loan Comparison Calculator will calculate the monthly payment and interest costs for up to four loans for comparison purposes.
The Auto Loan Rate Comparison Calculator will help you to compare monthly payments and interest costs of auto loans at up to five term and rate combinations simultaneously.
To choose between a vehicle lease or loan, you'll need to compare your total costs over the term of the arrangement. The Auto Lease v. Buy Calculator will give you a rough estimate of the costs involved, as well as a comparison between "lost interest" costs related to your initial expenses. It will even calculate your estimated monthly lease payment and/or your monthly loan payment if necessary.
The Auto Loan v. Home Equity Calculator will help you to decide whether you should finance your car using an auto loan or using a home equity loan.
The Mortgage Payment Calculator will compute a mortgage's monthly payment amount based on the principal amount borrowed, the length of the loan and the annual interest rate. This calculator will also compute your total mortgage payment which will include your property tax, property insurance and PMI payments.
The Mortgage Consolidation and Refinancing Calculator will help you to decide whether or not it would be advantageous for you to refinance either a single mortgage, or the consolidation of a first and second mortgage, into a single mortgage. Not only will this calculator calculate the monthly payment and net interest savings (if applicable), but it will also calculate how many months it will take to break even on the closing costs (if applicable).
The Mortgage Refinancing Calculator will help you to decide whether or not you should refinance your current mortgage at a lower interest rate. Not only will this calculator calculate the monthly payment and net interest savings, but it will also calculate how many months it will take to break even on the closing costs.
The Mortgage Payoff Goal Calculator will show you the additional monthly payment you will need to make on your current mortgage in order to pay it off within a specified number of years. It will also show you how much interest you will save if you make the calculated additional payment each month, from now until your mortgage is paid off.
The Mortgage Rate Comparison Calculator will help you to compare monthly payments and interest costs of home mortgages at up to five interest rates simultaneously.
The Mortgage Term Comparison Calculator will help you to compare monthly payments and interest costs of home mortgages at various loan term lengths.
The 1031 Exchange Calculator will help you to determine the tax deferment you will realize by performing a 1031 tax exchange rather than a taxable sale.
The 1031 Exchange Deadline Calculator will help you to determine the 45 and 180 day deadlines when performing a 1031 tax exchange.
The Retirement Savings Calculator will help you to estimate the amount of money you will need to have saved by retirement age in order to meet your desired retirement income goals - along with estimating how much you need to be setting aside now in order to fully fund your plan.
Use the Savings Goal Calculator to figure how much your current savings will grow and how much more you'll need to save each month in order to achieve a given savings goal within a given number of years.
The College Funding Calculator will help you to determine how much money you need to invest on a monthly basis now, in order to be able to pay for your child's college education by the time they are ready to start college.
This calculator that will give you an idea of the consequences of converting a Traditional IRA to a Roth IRA.
