◆ Tools

31 calculators. Zero friction.

The math behind the biggest money decisions — borrowing, saving, investing, retirement, taxes, real estate, insurance, and global moves. All free, all live, all yours.

Borrowing
Mortgage payment

Monthly payment + total interest over the life of the loan.

Borrowing
Credit card payoff

How long, how much interest, what to add to clear it faster.

Borrowing
Auto loan

Payment + interest for a car loan, with trade-in handling.

Borrowing
Student loan refinance

Does refinancing actually save you money?

Borrowing
Debt consolidation

Roll multiple debts into one — see if it helps.

Saving
Emergency fund

How big should your buffer actually be?

Saving
50 / 30 / 20 budget

Test your spending mix against the classic rule.

Saving
Sinking funds

Save monthly for a known future expense.

Saving
Savings goal timer

How long until you hit a target with interest.

Investing
DCA vs lump sum

Invest all at once or spread it out?

Investing
Expense ratio drag

What a 1% fee costs you over 30 years.

Investing
Asset allocation by age

A simple stocks/bonds/cash split based on your horizon.

Investing
Dividend reinvestment

Value of compounding dividends vs taking them in cash.

Investing
Tax-loss harvesting

After-tax benefit of realizing a loss this year.

Investing
Compound growth

Project any account forward with contributions.

Retirement
4% rule / FI number

Find your financial independence target.

Retirement
Roth vs 401(k)

After-tax value of pre-tax vs Roth contributions.

Retirement
Coast FIRE

When can you stop saving and still retire on time?

Retirement
Social Security timing

Lifetime benefits at 62 vs 67 vs 70.

Tax
Marginal vs effective tax

Your true tax rate using US federal brackets.

Tax
Capital gains tax

Short vs long-term tax on an investment sale.

Tax
Side-hustle tax

Estimate self-employment + income tax owed.

Real estate
Rent vs buy

Compare 5-year cost of renting vs owning the same home.

Real estate
Cap rate

Quick yield check on a rental property.

Real estate
Cash-on-cash return

Annual cash flow vs the cash you actually put in.

Real estate
BRRRR estimator

How much capital you pull back out of a deal.

Insurance
Term life sizing

How much coverage your family actually needs.

Insurance
Umbrella coverage

How much liability insurance to carry.

Insurance
HSA vs FSA

Tax savings on each, side by side.

Global
FX impact

What a currency swing does to your foreign holdings.

Global
Cost-of-living swap

Same lifestyle, different city — what salary do you need?

mortgage

Mortgage payment

Monthly payment + total interest over the life of the loan.

Monthly payment (P&I)
$2,023
Loan amount
$320,000
Total interest
$408,142
paid over the full term
ccpayoff

Credit card payoff

How long, how much interest, what to add to clear it faster.

Payoff time
36 mo
Total interest
$2,411
Total paid
$8,911
auto

Auto loan

Payment + interest for a car loan, with trade-in handling.

Monthly payment
$501
Loan amount
$25,000
Total interest
$5,057
student

Student loan refinance

Does refinancing actually save you money?

Current monthly
$403
New monthly
$375
Lifetime savings
$3,375
Refi makes sense

Federal loans: refinancing forfeits IDR plans and forgiveness.

consolidate

Debt consolidation

Roll multiple debts into one — see if it helps.

Current monthly
$598
New monthly
$532
Lifetime savings
$3,148
Worth doing
emergency

Emergency fund

How big should your buffer actually be?

Target buffer
$21,000
Gap to fill
$19,000
Months to fully funded
48 mo
budget

50 / 30 / 20 budget

Test your spending mix against the classic rule.

Needs · target 50%
56.0%
Above target
Wants · target 30%
28.0%
Within range
Savings · target 20%
16.0%
Below target
Unallocated
$0
sinking

Sinking funds

Save monthly for a known future expense.

Save each month
$646
Interest earned
$378
vs simple division
savgoal

Savings goal timer

How long until you hit a target with interest.

Time to goal
74 mo (6.2 yrs)
Final value
$50,035
dca

DCA vs lump sum

Invest all at once or spread it out?

Lump sum value
$64,337
after 12 mo
DCA value
$61,963
equal monthly buys
Lump − DCA
$2,374
Lump wins in a flat-to-up market

DCA reduces regret and timing risk; on average lump sum wins because markets rise more often than they fall.

drag

Expense ratio drag

What a 1% fee costs you over 30 years.

Low-cost (0.03%)
$1,410,807
High-cost (1%)
$1,104,515
Fees cost you
$306,292
over 30 yrs
alloc

Asset allocation by age

A simple stocks/bonds/cash split based on your horizon.

Stocks
83%
Bonds
13%
Cash
5%

Classic rule of thumb. Adjust for pensions, real estate, and risk tolerance.

div

Dividend reinvestment

Value of compounding dividends vs taking them in cash.

DRIP (reinvested)
$58,930
Cash dividends
$41,288
DRIP advantage
$17,642
tlh

Tax-loss harvesting

After-tax benefit of realizing a loss this year.

Tax benefit this year
$720
up to $3,000 vs ordinary income
Carryforward to next years
$5,000

Watch the 30-day wash-sale rule — buy a similar but not identical security.

compound

Compound growth

Project any account forward with contributions.

Final value
$691,150
Contributions
$190,000
Growth from compounding
$501,150
trinity

4% rule / FI number

Find your financial independence target.

FI number
$1,000,000
4% rule
Years to FI
21 yrs
At that point
$1,014,601
roth401k

Roth vs 401(k)

After-tax value of pre-tax vs Roth contributions.

Pre-tax 401(k) — net
$59,376
Roth — net
$57,853
Winner
Pre-tax
Δ $1,522
coast

Coast FIRE

When can you stop saving and still retire on time?

FI number at retirement
$1,250,000
Need invested today
$134,043
to Coast FIRE
Gap
$54,043
Keep adding
ss

Social Security timing

Lifetime benefits at 62 vs 67 vs 70.

Claim at 62
$1,330/mo
Lifetime $367,080
Claim at FRA (67)
$2,000/mo
Lifetime $432,000
Claim at 70
$2,480/mo
Lifetime $446,400
margeff

Marginal vs effective tax

Your true tax rate using US federal brackets.

Federal tax owed
$15,953
Marginal rate
22.0%
Effective rate
16.8%
capgains

Capital gains tax

Short vs long-term tax on an investment sale.

Capital gain
$12,000
Long-term tax
$1,800
15% LTCG rate
Net after tax
$18,200
sidehustle

Side-hustle tax

Estimate self-employment + income tax owed.

Net profit
$20,000
Self-employment tax (15.3%)
$2,826
Income tax on profit
$4,400
Set aside for taxes
$7,226
30% of revenue
rentbuy

Rent vs buy

Compare 5-year cost of renting vs owning the same home.

Renting · 5-yr cost
$132,000
Owning · 5-yr net cost
$67,203
payments + down − equity built
Winner
Buying
Δ $64,797
cap

Cap rate

Quick yield check on a rental property.

Net operating income
$17,784 / yr
Cap rate
5.08%
OK
coc

Cash-on-cash return

Annual cash flow vs the cash you actually put in.

Cash invested
$82,000
Annual cash flow
$4,200
Cash-on-cash return
5.12%
Low
brrrr

BRRRR estimator

How much capital you pull back out of a deal.

Cash in
$190,000
Refi loan amount
$195,000
Cash pulled back out
$190,000
Capital left in deal
$0
Infinite return ✦
termlife

Term life sizing

How much coverage your family actually needs.

Recommended coverage
$1,420,000
DIME method

Term policies (20–30 yr) usually cost a fraction of whole life with the same coverage.

umbrella

Umbrella coverage

How much liability insurance to carry.

Exposure estimate
$490,000
Recommended umbrella
$1,000,000
next million up

~$200–$400/yr per $1M is typical. Required: max auto & home liability first.

hsafsa

HSA vs FSA

Tax savings on each, side by side.

HSA tax savings
$1,283
triple tax-free, invests, rolls over
FSA tax savings
$1,283
use-it-or-lose-it

HSA wins long-term — invest the balance and reimburse yourself decades later, tax-free.

fx

FX impact

What a currency swing does to your foreign holdings.

Original home-currency value
$59,000
Today's home-currency value
$54,000
FX impact
$-5,000
Headwind
col

Cost-of-living swap

Same lifestyle, different city — what salary do you need?

Equivalent salary needed
$121,500
Delta
$31,500
Ask for more

Find COL indexes on Numbeo or BestPlaces (NYC ≈ 100 in many sources).