Tax Planning | Frederick, MD | Steven M Katz CPA LLC | 301-694-9712

Begin planning your financial future

We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child's college fund to mortgage refinancing.

Money Concepts

Money Concepts is a worldwide network of Financial Planning Centre's keyed to individual, family and business financial planning. Money Concepts is associated with Money Concepts Capital Corp., a Broker Dealer and member of the NASD & SIPC. Together, they provide insurance, investment and financial planning services to thousands of families worldwide. Visit their website to learn more.

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Support through financial planning

Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

  • Mortgage Calculator - Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
  • Mortgage Refinance Breakeven - Use this calculator to determine if you should refinance your mortgage and when you will break even.
  • Loan Amortization Calculator - Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
  • Retirement Income Planner - Use this calculator to evaluate your retirement income plan.
  • Social Security Calculator - Estimate your Social Security benefits using the Social Security Administration's Quick Calculator.
  • Auto Loan Payment Calculator - Use this calculator to calculate an auto loan amount based on your desired monthly payment or to calculate a monthly payment based on an auto loan amount.
  • Children's Education Savings - Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
  • Savings Calculator - Use this calculator to help you determine the right amount to save on a regular basis to achieve your goal.
  • Cash Flow Calculator  - Use this to evaluate your personal income and expenses.
  • Future Value of Investment Account - Calculate the future value of an investment account that has periodic deposits, withdrawals, and a constant interest rate compounded daily.
  • Family Budget Calculator - Measure the income a family needs in order to attain a modest yet adequate standard of living.


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