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DocuMatix Financial Calculators Listing
Paul Jaramillo
2018-06-07T15:53:12-05:00
DocuMatix Financial Calculators
Auto
Should I Lease or Purchase An Auto?
Auto Purchase: Loan Versus 0% Dealer Financing?
What Would My Auto Payments Be?
Should I Upgrade To A More Fuel Efficient Vehicle?
Auto Loan: Accelerated Payoff
How much vehicle can I afford?
Should I refinance my auto loan at a lower rate?
How much can I lower my monthly payment with a new auto loan?
Business
What are the tax savings of a qualified retirement/cafeteria plan?
Cash Flow
How Does Inflation Impact My Standard Of Living?
How Much Am I Spending?
How Much Do I Need For Emergencies?
Should I Pay Down Debt Or Invest My Monthly Surplus?
How Long Will My Money Last With Systematic Withdrawals?
Should My Spouse Enter The Work Force?
What Is My Current Net Worth?
What Is My Projected Net Worth?
What Is My Current Cash Flow?
What Is My Projected Cash Flow?
What Is The Value Of Reducing Postponing or Foregoing Expenses?
Historical Inflation – Compare Purchasing Power
College
How Much Should I Be Saving For College?
Will I Be Able To Pay Back My Student Loans?
What Are The Advantages Of A Coverdell ESA?
What Are The Advantages Of A 529 College Savings Plan?
What Is The Value Of A College Education?
What Are The Payments On A Parental (PLUS) Loan?
Should I Live At Home On Campus Or Off Campus?
Credit
How Long Will It Take To Pay Off My Credit Card?
How Long Until My Loan Is Paid Off?
What Would My Loan Payments Be?
What Is The Balance On My Loan?
Should I Consolidate My Personal Debt Into A New Loan?
Which Is Better: Cash Up Front Or Payments Over Time?
What Is The Impact Of Making Extra Payments On My Debt?
Home & Mortgage
How Much Home Can I Afford?
Should I Refinance My Mortgage?
Mortgage Calculator
Comparing Mortgage Terms (i.e. 15 20 30 year)
Should I Pay Discount Points For A Lower Interest Rate?
Should I Rent or Buy A Home?
Should I Convert to a Bi-Weekly Payment Schedule?
Compare A ‘No-Cost’ Versus Traditional Mortgage
What Are The Tax Savings Generated By My Mortgage?
Which is Better: Fixed or Adjustable-Rate Mortgage?
Adjustable Rate Mortgage Calculator
How Do Closing Costs Impact The Interest Rate?
Compare An Interest-Only Versus Traditional Mortgage
How much can I borrow from my home equity (HELOC)?
Insurance
How Much Life Insurance Do I Need?
What Is My Life Expectancy?
What Are My Needs For Burial And Final Expenses?
How Much Disability Income Do I Need?
What Are My Chances of Becoming Disabled?
What Are My Long-Term Care Needs?
How Much Will I Earn In My Lifetime?
What Are The Tax Advantages Of An Annuity?
How Long Will My Current Life Insurance Proceeds Last?
What Is The Future Value Of An Annuity?
Which Is Better Comprehensive Plan Or High-Deductible Plan With HSA?
Investment
How Should I Allocate My Assets?
Compare Taxable Versus Tax-Free Investment Return
What Is The Value Of A Bond?
What Is The Return On My Real Estate Investment?
What Is The Value Of Compound Interest?
What Is The Value Of A Call Or Put Option?
Taxable vs. Tax-Deferred Savings?
What Is My Risk Tolerance?
What Is The Long-Term Impact Of Increased Investment Return?
Certificate Of Deposit (CD) Analyzer
What Is The Dividend Yield On A Stock?
How Do Expenses Impact Mutual Fund Returns?
Certificate of Deposit (CD) laddering strategy
Paycheck & Benefits
How Much Will My Company Bonus Net After Taxes?
How Will Payroll Adjustments Affect My Take-Home Pay?
Convert My Salary To An Equivalent Hourly Wage
Convert My Hourly Wage To An Equivalent Annual Salary
What Is The Future Value Of My Employee Stock Options?
Should I Exercise My ‘In-The-Money’ Stock Options?
What May My 401(k) Be Worth?
What Is The Impact Of Increasing My 401(k) Contribution?
What May My 457 Plan Be Worth?
What Is The Impact Of Increasing My 457 Plan Contribution?
Qualified Plans
Evaluate My Company Pension Payout Options
How Much Can I Contribute To An IRA?
How Much Retirement Income May My IRA Provide?
Should I Convert To A Roth IRA?
What Will My Qualified Plan(s) Be Worth At Retirement?
What Is My Current Year Required Minimum Distribution?
What Is My Projected Required Minimum Distribution?
What Are My Lump Sum Distribution Options?
How Do I Maximize My Employer 401(k) Match?
What Is The Impact Of Borrowing From My 401(k) Plan?
What Is The Impact Of Early Withdrawal From My 401(k)?
Self-Employed Retirement Plan Maximum Contribution Calculator
Net Unrealized Appreciation (NUA) vs. IRA Rollover
Retirement
How Will Retirement Impact My Living Expenses?
How Much Will I Need To Save For Retirement?
Are My Current Retirement Savings Sufficient?
Social Security Retirement Income Estimator
How Does Inflation Impact My Retirement Income Needs?
I’m Retired How Long Will My Savings Last?
When Should I Begin Saving For Retirement?
Should I Convert Discretionary Expenses To Savings?
How Much Retirement Income May My 401(k) Provide?
Compare the Roth 401(k) to a Traditional 401(k)
Savings
Becoming A Millionaire
Income Generated By A Savings Plan
How Long Will It Take To Double My Savings?
How Long Until My Savings Reach My Goal?
Save Now vs. Save Later
How Much Should I Save to Reach My Goal?
What Could My Current Savings Grow To?
Calculate Rate Of Return
How Do Taxes and Inflation Impact My Investment Return?
What Is The Effective Annual Yield On My Investment?
Taxation
What Is My Potential Estate Tax Liability?
2018 Federal Income Tax Estimator
Should I Adjust My Payroll Withholdings?
Will My Investment Interest Be Deductible?
How Much Self-Employment Tax Will I Pay?
Capital Gains (Losses) Tax Estimator
Compare Taxable Tax-Deferred And Tax-Free Investment Growth
How Much Of My Social Security Benefit May Be Taxed?
What Are The Tax Implications Of Paying Interest?
Should I Itemize Or Take The Standard Deduction?
What Is My Tax-Equivalent Yield?