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Tools to help you make the best decision for you

Financial Calculators

College Savings Calculator

Use this calculator to help develop or fine tune your education savings plan.

15 vs. 30-Year Mortgage

Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Mortgage Refinance Calculator

Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.

Pension vs. Lump Sum Payout Calculator

Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life.

Roth 401(k) vs. Traditional 401(k) Calculator

Use this calculator to determine which 401(k) contribution type might be right for you.

RMD & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

1040 Tax Calculator

Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

©2022 Robare & Jones

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.