Personal Finance

Protect Your Property and Secure Your Children's Future: A Complete Guide to Avoiding Legal and Tax Problems.

Discover how to intelligently transfer your property to your children, avoiding high taxes and costly legal proceedings.

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Business Credit

Business financial planning template

This business budget template offers a mix of detailed spreadsheets and graphical data reports.

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Personal Finance

Net Worth - Quantify your Personal Assets

Knowing your net worth is essential to have a true perspective of your financial situation. This second tool allows you to calculate your assets, that is, the difference between your assets (what you own) and your liabilities (what you owe).

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Taxes and Benefits

Form 1099-B

The Form 1099-B is a crucial document when it comes to reporting capital gains or losses from investments in securities. It provides detailed information on the proceeds from the sale of stocks, bonds, or other financial assets, as well as the cost basis of those investments.

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Personal Finance

Rent Calculator

Use this calculator to estimate the affordable monthly rental spending amount based on income and debt level.

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Personal Finance

Debt-to-Income Ratio Calculator

Calculate the percentage of monthly income that is dedicated to debt repayment.

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Property Purchase

Refinance Calculator

The refinance calculator can help plan the refinancing of a loan given various situations, and also allows the side-by-side comparison of the existing or refinanced loan.

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Personal Finance

APR Calculator

Calculate the actual cost of a loan or credit, including the interest rate and other fees, in a single annual figure, allowing you to easily compare different financing options.

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