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Financial and Tax Tools

Tax Tools

2026 Federal Tax Calculator
2026 Tax Refund Calculator
Should I adjust my payroll withholdings?
Will my investment interest be deductible?
How much self employment tax will I pay?
Capital Gains (losses) tax calculator

College

How much do I need to save for college
Will I be able to pay back my student loan?
What is the advantages of a 529 college savings plan?

Cash Flow

How much do I need for emergencies
Should I pay down debt or or invest my monthly surplus?
What is my current net worth?
What is my projected net worth?
Balance my checkbook

Credit & Debit

How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
Calculate loan payment
Should I pay off debt or invest?
Should I transfer my credit card balances

Home & Mortgage

How much home can I afford?
Should I refinance my mortgage?
Mortgage calculator
Should I pay discount points for a lower interest rate?
Should I rent or buy a home?
How do closing costs affect the interest rate?
How much can I borrow from my home (HELOC)?
Loan comparison calculator

Retirement

How will retirement affect my living expenses
How much will I need to save for retirement?
Are my current retirement savings sufficient?
Social Security retirement income estimator
Should I convert discretionary expenses to savings?
How much retirment income may my 401(k) provide?
Compare a Roth 401(k) to a Traditional 401(k)

Business

What are the tax savings of a qualified retirement/cafeteria plan?
What are my new business startup costs?
What is the value of my business?
How many units do I need to sell to breakeven?
Should I lease or buy equipment?
What are my business financial ratios?
What is my employees total compensation package worth?
What are my tax savings with Section 179 deduction?
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