Financial Calculators
Try these handy financial calculators to provide insight into your financial questions. Feel free to call us to discuss your situation.
phone 626-858-5410  fax 626-858-5420

Tax Calculators
- Payroll Deductions
 - 1040 Tax Calculator
 - Marginal Tax Calculator
 - Taxable vs. Tax Advantaged Investments
 - Earned Income Credit (EIC) Calculator
 - Estate Tax Planner
 
Retirement and Planning Tools
- Roth vs. Traditional IRA
 - Retirement Planner
 - Roth IRA Conversion
 - Social Security Benefits
 - Required Minimum Distribution
 - Retirement Shortfall
 - 401(k) Savings Calculator
 - Retirement Income
 
Personal Finance
- Credit Assessment
 - Home Budget Analysis (graphical)
 - Home Budget Analysis (personalized)
 - Credit Card Optimizer
 - Student Budget
 - Credit Card Payoff
 - Comprehensive Life Insurance Needs
 - Student Loan Consolidation and Payoff
 - Net Worth (graphical)
 - Net Worth (personalized)
 
Savings and Investments
- Savings Goals
 - Savings Calculator
 - Savings, Taxes and Inflation
 - College Savings (graphical)
 - College Savings (personalized)
 - Compound Interest and your Return
 - Investment Distributions
 - Investment Goal Calculator
 
Business Calculators
- Cash Flow Calculator
 - Working Capital Needs
 - Equipment Lease versus Buy
 - Financial Ratios
 - Breakeven Analysis
 - Business Valuation
 
Home Ownership
- ARM versus Fixed Rate Mortgage
 - Maximum Mortgage (graphical)
 - Maximum Mortgage (personalized)
 - Mortgage Qualifier
 - Mortgage Loan Calculator (PITI) (graphical)
 - Mortgage Loan Calculator (PITI) (personalized)
 - Mortgage Comparison: 15 vs. 30 years
 - Refinance Breakeven (graphical)
 - Refinance Breakeven (personalized)
 - Adjustable Rate Mortgage Calculator
 - Rent versus Buy
 
Loan Calculators
- Amortizing Loan Calculator (graphical)
 - Amortizing Loan Calculator (personalized)
 - Loan Comparison Calculator
 - Loan Prequalification Calculator
 
Vehicle Financing
- Auto Rebate OR Low Interest Financing
 - Auto Lease versus Buy (graphical)
 - Auto Lease versus Buy (personalized)
 - Auto Loans
 - Home Equity versus Auto Loan