Tools & Calculators

Financial Calculators:

College Savings Planner - How much do I need to save for college? This tool calculates how much you will need to fund college for your kids as well as project your ongoing savings to see if you will have enough.

Estate Tax Estimator - What estate tax would be due on a hypothetical estate? This tool provides a basic estate tax illustration. Please consult a CPA for a detailed estate tax analysis.

Cost of Waiting - If you wait to start saving, you will have to save more each month or year to meet the same goals. This calculator will show you the impact of "waiting" to start saving for your goals.

Mortgage Comparison - Which mortgage is right for you? Use this tool to compare the costs and rates of two different mortgages.

Roth vs. IRA Calculator - Should you save in a Roth IRA or a Traditional IRA? This tool will help you compare the two options. It will show you a projection of your ongoing savings into both types. It will then show you the net after-tax values of what you have saved.

DISCLAIMER: The above calculators are estimates only based on the assumptions you enter. Your actual results will vary. Please consult your EA for a detailed analysis of your specific tax situation.


Services Provided

Area Served
Middle Tennessee — Greater Nashville Area including Franklin, Brentwood, East Nashville, Hendersonville, Gallatin, Goodlettsville, Mount Juliet, Lebanon 

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