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Financial Tools

Financial Tools

Investment Tools:

Roth v. Traditional Comparison
Find out which investment choice is better based on your unique circumstances: How long till retirement, what you think your tax rate rate will be when you're old and grey, etc. This is a great tool!

Investment Savings Guide: Monthly Deposits
Use these tools for tax planning, calculating estimates, and for calculating the deferred income tax entry for accrual basis financial statements.

Loan Analysis & Processing Tools:

Loan Payment Calculator plus loan interest analysis
This schedule includes a Monthly Payment Calculator & Analysis of Total Interest Paid!!

Loan Payment Schedule
This schedule also helps you objectively analyze the value of a refinance loan.  Analytical information is displayed on the first page of the schedule - for your convenience! You can also adjust the schedule size to whatever you like - up to 30 years (360 months).

Personal Financial Statement
If you're going after a loan, you'll need one of these. This is easy to fill out, and it's very presentable!
When you purchase a single user license, you also get instructions and ideas for appraising a small business using standard 'Rule of Thumb' methods.

Business & Tax Tools:

Expense Report
Enter (expenses and mileage, advances, etc.) in the yellow highlighted fields, and this report provides you with the net amount due to the employee, the total business expense, and the journal entry needed to account for the transaction!

Social Security - How Much of my Benefits are Taxable?
This tool estimates how much of your Social Security benefits will be taxable. Just enter your estimated income, and answer a few questions.

Financial Ratios & Analytical Tools
A list of ratios often used in financial analysis - along with an explanation of why they are considered to be important.

Sales Tax Calculator
This tool calculates sales taxes in two different ways, to accommodate two different scenarios:
  1. Sales tax calculated at the time of sale, and
  2. Sales tax calculated after the sale:
    The 2nd option takes the total received and separates it into sales and sales tax collected. It doesn't over-state the sales tax like a simple calculation would under this scenario.
Standard Mileage Rates
Statutory Mileage Rates by Year and/or by Period.