Auto
- Compare a loan to 0% dealer financing
- How much can I lower my monthly payment with a new auto loan?
- How much vehicle can I afford?
- Should I lease or purchase an auto?
- Should I refinance my auto loan at a lower rate?
- Should I upgrade to a more fuel efficient vehicle?
- What would my auto payments be?
- Loan acccelerated payoff calculator
Home & Mortgage
- Adjustable rate mortgage calculator
- Compare a 'no-cost' versus traditional mortgage
- Compare an interest-only versus traditional mortgage
- Comparing mortgage terms (i.e. 15, 20, 30 year)
- How do closing costs impact my interest rate?
- How much can I borrow from my home equity (HELOC)?
- How much home can I afford?
- Mortgage calculator
- Should I convert to a bi-weekly payment schedule?
- Should I pay discount points for a lower interest rate?
- Should I refinance my mortgage?
- Should I rent or buy a home?
- What are the tax savings generated by my mortgage?
- Which is better? Fixed or adjustable-rate mortgage?
Savings
- How to become a Millionaire
- Calculate rate of return
- How do taxes and inflation impact my investment return?
- How long until my savings reach my goal?
- How long will it take to double my savings?
- How much should I save to reach my goal?
- Income generation calculator
- Save now versus save later
- What could my current savings grow to?
- What is the effective annual yield on my investment?
Investment
- Compare taxable versus tax-free investment return
- How do expenses impact Mutual Fund returns?
- How should I allocate my assets?
- Investment Certificate analyzer
- Investment Certificate laddering strategy
- Share Certificate Analyzer
- Share Certificate laddering strategy
- Taxable vs. tax-deferred savings?
- What is my risk tolerance?
- What is the dividend yield on a stock?
- What is the long-term impact of increased investment return?
- What Is The Return On My Real Estate Investment?
- What Is The Value Of A Bond?
- What Is The Value Of A Call Or Put Option?
- What Is The Value Of Compound Interest?
Retirement
- Are my current retirement savings sufficient?
- Compare the Roth 401(k) to a Traditional 401(k)
- How does inflation impact my retirement income needs?
- How much retirement income may my 401(k) provide?
- How much will I deed to save for retirement?
- How will retirement impact my living expenses?
- I'm retired, how long will my savings last?
- Should I convert discretionary expenses to savings?
- Social Security retirement income estimator
- When should I begin saving for retirement?
Insurance
- How long will my current life insurance proceeds last?
- How much disability income do I need?
- How much Life Insurance do I need?
- How much will I earn in my lifetime?
- What are my chances of becoming disabled?
- What are my long-term care needs?
- What are my needs for burial and final expenses?
- What are the tax advantages of an Annuity?
- What is my life expectancy?
- What is the future value of an Annuity?
- Which is Better? Comprehensive plan Or high-deductible plan With HSA?
Credit
- Do I have too much debt?
- How long until my loan is paid off?
- How long will it take to pay off my credit card?
- Should I consolidate my personal debt into a new loan?
- Should I pay off debt or invest?
- Should I transfer my credit card balances?
- What is the balance on my loan?
- What is the impact of making extra payments on my debt?
- What would my loan payments be?
- Which is better: cash up front or payments over time?
College
- How much should I be saving for college?
- Should I live at home, on campus, or off campus?
- What are the advantages of a 529 College Savings Plan?
- What are the advantages of a Coverdell ESA?
- What are the payments on a Parental (PLUS) Loan?
- What is the value of a college education?
- Will I be able to pay back my student loans?
Business
- How many units do I need to sell to break even?
- Should I lease or buy equipment?
- Should I pay or charge monthly, quarterly, or annually?
- What are my business financial ratios?
- What are my new business startup costs?
- What are my tax savings with Section 179 deduction?
- What are the tax savings of a qualified retirement/cafeteria plan?
- What is my employee total compensation package worth?
- What is the value of my business?
Cash Flow
- Historical inflation - compare purchasing power
- How does inflation impact my standard of living?
- How long will my money last with systematic withdrawals?
- How much am I spending?
- How much do I need for emergencies?
- Should I pay down debt or invest my monthly surplus?
- Should my spouse enter the work force?
- What is my current cash flow?
- What is my current net worth?
- What is my projected cash flow?
- What is my projected net worth?
- What is the value of reducing, postponing or foregoing expenses?
Paycheck & Benefits
- Convert my hourly wage to an equivalent annual salary
- Convert my salary to an equivalent hourly wage
- How much will my company bonus net after taxes?
- How will payroll adjustments affect my take-home pay?
- Should I exercise my 'In-The-Money' stock options?
- What is the future value of my employee stock options?
- What is the impact of increasing my 401(k) contribution?
- What is the impact of increasing my 457 Plan contribution?
- What may my 401(k) be worth?
- What may my 457 Plan be worth?
Qualified Plans
- Evaluate my company pension payout options
- How do I maximize my employer 401(k) match?
- How much can I contribute to an IRA?
- How much retirement income may my IRA provide?
- Net Unrealized Appreciation (NUA) versus IRA Rollover
- Self-employed retirement plan maximum contribution calculator
- Should I convert to a Roth IRA?
- What are my lump sum distribution options?
- What is my current year required minimum distribution?
- What is my projected required minimum distribution?
- What is the impact of borrowing from my 401(k) Plan?
- What is the impact of early withdrawal from my 401(k)?
- What will my qualified plan(s) be worth at retirement?
Taxation
- Capital gains (losses) tax estimator
- Compare taxable, tax-deferred and tax-free investment growth
- Federal income tax estimator
- How much off my social security benefit may be taxed?
- How much self-employment tax will I pay?
- Should I adjust my payroll withholdings?
- Should I itemize or take the standard deduction?
- What are the tax implications of paying interest?
- What is my potential estate tax liability?
- What is my tax-equivalent yield?
- Will my investment interest be deductible?
