Tools

TOOLS
Need help with calculations?
Whether you are thinking about investing, retiring, or taking out a lease, it’s important to do your calculations first before you make any decisions.
Investment Calculators

How much should I save each month?
Retirement Calculators

How long will my retirement savings last?
How much can I spend each month in retirement?
How much do I need to fund my retirement?
What rate would I need to earn on my savings?
Additional Resources

Underused Housing Tax (UHT) Reference Chart
Tax Tips and Traps – 3rd Quarter 2025
Tax Tips and Traps – 2nd Quarter 2025
Tax Tips and Traps – 1st Quarter 2025
Tax Tips and Traps – 4th Quarter 2024
Tax Tips and Traps – 3rd Quarter 2024
Tax Tips and Traps – 2nd Quarter 2024
Tax Tips and Traps – 1st Quarter 2024
Trust Reporting Information Form
Lease Calculators

How much can I afford to lease?
How much equipment can I afford to lease?
How much will my lease payments be?
Personal Tax Checklist

Working for Workers Act Checklist
