Should I lease or purchase an auto?
Auto purchase - Loan versus 0% dealer financing?
What would my auto payments be?
Auto loan - Accelerated payoff
How much vehicle can I afford?
How much can I lower my monthly payment with a new auto loan?


What are the tax savings of a qualified retirement/cafeteria plan?
How many units do I need to sell to breakeven?
Should I lease or buy equipment?
What is my employee total compensation package worth?


Should I pay down debt or invest my monthly surplus?
What is my current net worth?
What is my projected net worth?
Historical inflation - Compare purchasing power


How much should I be saving for college?
What are the advantages of a Coverdell ESA?
 What are the advantages of a 529 college savings plan?

credit, debt & loan 

What would my loan payments be?
Should I consolidate my debt into a new loan?
Restructuring debts for accelerated payoff
Which is better: Cash up front or payments over time?
What is the impact of making extra payments on my debt?
How long will it take to pay off my credit card or loan?
What is the impact of making extra payments on my debt?
Should I consolidate my debt into a new loan?
Should I transfer my credit card balances?


How much home can I afford?
Should I refinance my mortgage?
Mortgage calculator
Comparing mortgage terms (i.e. 15, 20, 30 year)
Should I pay discount points for a lower interest rate?
Should I convert to a bi-weekly payment schedule?
Loan Comparison Calculator



How much life insurance do I need?
How much disability income insurance do I need?
What are the chances of becoming disabled?
What are my long-term care insurance needs?
Which is better, comprehensive plan or high-deductible plan with HSA?


How should I allocate my assets?
 Compare taxable vs. tax-free investment return
What is the value of compound interest?
How should I allocate my assets?

paycheck & benefit CALCULATORS

How will payroll adjustments affect my take-home pay?
What is the future value of my employee stock options?
Should I exercise my 'in-the-money' stock options?
What may my 401(k) be worth?
What is the impact of increasing my 401(k) contribution?

qualified plans CALCULATORS

How much retirement income may an IRA provide?
Should I convert to a Roth IRA?
What is the impact of borrowing from my retirement plan?
What is the impact of early withdrawal from my 401(k)?
I'm self-employed, how much can I contribute to a retirement plan?


Becoming a millionaire
How long will it take to double my savings?
Save now vs. save later
How much should I save to reach my goal?
What could my current savings grow to?


How much will I need to save for retirement?
Compare a Roth 401(k) to a Traditional 401(K)
How long will my money last with systematic withdrawals?


2015 Federal Tax Estimator
Should I itemize or take the standard deduction?
Capital gains tax estimator
Tax refund estimator
Should I adjust my payroll withholdings?


We hope these resources help. If you have any questions or need a more in-depth analysis, reach out to us at