Chartered Professional Accountant

Tools

As accounting professionals, we get asked financial questions every day, like:

Should I refinance my mortgage?

How much do I need to save for my child's college education?

So, we’ve gathered together some of our favorite interactive online financial calculators to help you answer these questions, easily and comprehensively. These financial tools won’t replace specific advice from a financial professional, but will give you a solid foundation as you begin your decision-making process.



Financial Calculators


Accelerated Debt Payoff Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
Amortizing Loan Calculator Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment!
Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Auto Loan Calculator Find out how much automobile you can buy based on your weekly, bi-weekly or monthly payment, or find out your loan payment based on your purchase price!
Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Buy vs. Lease Should you lease your next automobile or finance it? Find out with this calculator!
Compare Savings Rates Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Compound Interest This calculator demonstrates how compounding can affect your savings.
Consolidation Loan Investment Calculator Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.
Cool Million Find out when your savings plan will make you a millionaire!
Credit Card Pay Off Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Credit Line How big a line of credit can you receive? Use this calculator to find out!
Don't Delay Your Savings! Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
Emergency Savings Calculator This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Existing Loan Calculator Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Home Budget Analyze your budget, see where your money goes and find out where you can improve!
Investment Goal Calculator Use this calculator to see if your investment plan is on track to meet your investment goals and receive suggestions on how to change it if you are falling short.
Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.
Investor Profile Questionnaire The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.
Life Insurance Find out how much life insurance you really need!
Line of Credit and Loan Payments This calculator helps determine your loan or line of credit payment.
Mortgage Compare Use this calculator to compare mortgage terms, rates and amounts. Let us help you decide which loan is better for you.
Net Worth This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Personal Debt Consolidator Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Taxable vs. Tax Advantaged Investments This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.