Resources
Financial Calculators
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Should I refinance my home mortgage (break even)?
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?
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
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How much life insurance do I need?
Needs for burial and final expenses?
How much disability income insurance do I need?
Long-term care insurance needs
How much will I earn in my lifetime?
How long will my current life insurance proceeds last?
Which is better: Comprehensive Plan Or High-Deductible Plan With HSA?
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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?
Impact of increasing my 401(k) contribution?
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Evaluate my company pension payout options
How much can I contribute to an IRA?
Retirement income from my IRA provider?
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?
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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?
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What is my potential estate tax liability?
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?
Itemize or take the standard deduction?