Calculators

We have put together a list of calculators we think we help you prepare and organize for the tax season.

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.
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Regular IRA vs. Roth IRA – Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.
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Buying vs. Leasing – Auto

Use this calculator to determine if you should lease or buy your next vehicle.
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Loan Amortization Calculator

Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
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Mortgage Points Calculator

Should you buy points? Use this calculator to find out.
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Mortgage Refinance Breakeven

Use this calculator to determine if you should refinance your mortgage and when you will break even.
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Qualify for Home Purchase

This calculator indicates whether or not you qualify for a conventional mortgage.
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Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
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Children’s Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
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