Retirement Savings and Planning
- 401(k) Savings with Profit Sharing
Use this calculator to show how a 401(k) with profit sharing plan can help you save for retirement. - 401(k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. - Roth IRA Conversion Calculator
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Mortgage Calculators
- 15 vs. 30-Year Mortgage
Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you. - Home Rent vs. Buy Calculator
Are you better off buying your home, or should you continue to rent? - Mortgage Calculator with Taxes and Insurance
Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule. - Mortgage Tax Savings Calculator
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
Investment Calculators
- Investment Loan
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk. - Taxable vs. Tax Deferred vs. Tax Free Investment
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
Savings Calculators
- Savings, Taxes, and Inflation Calculator
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Brio Financial Group
19 Sutter Street
San Francisco, CA 94104
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.
The calculators provided are for educational use only. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. These tools are created by an independent third party that has no affiliation with Brio. While Brio believes the information being presented is current as of the date of use, 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 for your own personal use. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.