Finance Tools
Interactive, transparent tools to help you model financial decisions and understand projections. Every calculator documents its methodology and assumptions.
Compound Interest Calculator With Monthly Contributions
Estimate how your savings or investments may grow using an initial amount, monthly contributions, interest rate, and compounding frequency.
Inputs
- Initial investment
- Monthly contribution
- Interest rate
- Compounding frequency
Financial Advisor AUM Fee Calculator
Estimate how percentage-based advisor fees may affect long-term portfolio growth and compare results with and without the fee.
Inputs
- Portfolio value
- Annual contribution
- Expected return
- AUM fee %
Profit Margin & Markup Calculator
Calculate gross profit, profit margin, and markup percentage from your cost and selling price.
Inputs
- Cost
- Selling price
BRRRR Calculator: Refinance, Cash Left In & Cash Flow
Analyze a Buy, Rehab, Rent, Refinance deal and estimate cash recovered, cash left in the property, and post-refinance cash flow.
Inputs
- Purchase price
- Rehab cost
- ARV
- Rent
- Refinance LTV
- Rate
- Term
FSA vs HSA Calculator: Compare Tax Savings & Benefits
Compare FSA and HSA scenarios side by side using planned contributions, healthcare spending, and tax assumptions.
Inputs
- Tax year
- Expected spending
- FSA contribution
- HSA contribution
- Tax assumptions
Investment Growth Calculator With Contributions & Withdrawals
Project how an investment may change over time with recurring contributions, withdrawals, and an assumed annual return.
Inputs
- Starting balance
- Annual return
- Contributions
- Withdrawals
- Inflation
ISO AMT Calculator: Estimate AMT & Exercise Cost
Estimate the federal AMT impact of exercising ISOs, including bargain element, exercise cost, estimated AMT, and AMT-free exercise capacity.
Inputs
- Tax baseline
- Shares
- Strike
- FMV
- Disposition
Mortgage Closing Costs Calculator: Estimate Cash to Close
Estimate buyer closing costs and total cash to close from your down payment, lender fees, prepaids, escrow, credits, and deposits.
Inputs
- Purchase price
- Down payment
- Closing costs
- Credits
- Deposits
RSU Tax Calculator: Estimate Vesting Tax & Withholding Gap
Estimate taxes on an RSU vest and compare expected federal and payroll tax with employer withholding to identify a potential shortfall.
Inputs
- Shares vesting
- FMV
- Income
- YTD wages
- Withholding method
Spousal Social Security Calculator: Estimate Benefits
Estimate how your claiming age and your own retirement benefit may affect a potential Social Security spousal benefit.
Inputs
- Birth date
- Worker's FRA benefit
- Your FRA benefit
- Planned start month
Whole Life Cash Value Calculator: Surrender Value & IRR
Analyze whole life cash value, net surrender value, policy loans, premiums paid, and policy IRR using figures from your policy statement or illustration.
Inputs
- Premiums paid
- Cash value
- Surrender value
- Policy loans
- Annual cash flows
Birth Injury Settlement Calculator: Care Costs & Damages
Organize medical costs, future care expenses, lost income, and other economic losses without relying on a generic birth injury settlement multiplier.
Inputs
- Past medical
- Future recurring care
- One-time costs
- Income loss
- Expected years
Car Accident Settlement Calculator: Losses & Fault Estimate
Model documented accident losses and fault adjustments to understand how different claim assumptions may affect an estimated settlement scenario.
Inputs
- Past medical
- Future medical
- Lost wages
- Property damage
- Fault adjustment
Medical Malpractice Settlement Calculator: Damages & Cap Scenario
Organize medical costs, future care, lost income, and optional non-economic damages while keeping state-specific cap assumptions separate and editable.
Inputs
- Past medical
- Future care
- Income loss
- Non-economic scenario
- State cap
Mesothelioma Compensation Calculator: Costs & Claim Scenarios
Model documented mesothelioma-related financial losses and compare user-entered compensation scenarios without predicting a guaranteed payout.
Inputs
- Past medical
- Future care
- Travel & Caregiving
- Income loss
- Claim scenario
Neck Injury Settlement Calculator: Costs & Fault Estimate
Organize neck-injury medical costs, future treatment, lost income, and fault assumptions to build a transparent claim scenario.
Inputs
- Past medical
- Future care
- Lost wages
- Fault adjustment
Slip and Fall Settlement Calculator
Organize premises liability documentation and model injury claim damages separately without a generic multiplier.
Inputs
- Past medical
- Future care
- Lost wages
- Fault adjustment
Realistic Settlement Calculator: Compare Offers & Net Recovery
Compare gross settlement offers with user-entered fees, expenses, liens, and deductions to see estimated net recovery side by side.
Inputs
- Gross offer
- Attorney fees
- Case expenses
- Medical liens
Personal Injury Settlement Calculator: Gross & Net Estimate
Model economic losses, optional non-economic damages, fault, and user-entered deductions to compare gross claim and net recovery scenarios.
Inputs
- Past medical
- Future medical
- Lost wages
- Fault adjustment