Financial Tools
The financial calculators you will find on this page can be used to help you make important decisions affecting your family's financial wellbeing. Please feel free to use them as often as you like. If after using these calculators you feel you need additional advice regarding your financial or tax affairs, please contact us at 651-773-5000.
These financial calculators require the Java plug-in. Click here to download the latest version.
Retirement and Planning Tools
- Roth IRA Conversion
- Required Minimum Distribution
- Retirement Income
- Retirement Planner
- Social Security Benefits
- Retirement Shortfall
- 401(k) Savings Calculator
- Roth vs. Traditional IRA
Tax Calculators
- Earned Income Credit (EIC) Calculator
- Payroll Deductions
- Estate Tax Planner
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
Business Calculators
- Cash Flow Calculator
- Working Capital Needs
- Equipment Lease versus Buy
- Financial Ratios
- Breakeven Analysis
- Business Valuation
Home Ownership
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Rent versus Buy
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Adjustable Rate Mortgage Calculator
- ARM versus Fixed Rate Mortgage
Loan Calculators
- Amortizing Loan Calculator (graphical)
- Amortizing Loan Calculator (personalized)
- Loan Comparison Calculator
- Loan Prequalification Calculator
Vehicle Financing
- Auto Lease versus Buy (graphical)
- Auto Lease versus Buy (personalized)
- Auto Loans
- Home Equity versus Auto Loan
- Auto Rebate OR Low Interest Financing
Personal Finance
- Student Loan Consolidation and Payoff
- Home Budget Analysis (graphical)
- Home Budget Analysis (personalized)
- Student Budget
- Comprehensive Life Insurance Needs
- Credit Assessment
- Credit Card Optimizer
- Credit Card Payoff
- Net Worth (graphical)
- Net Worth (personalized)