Financial Planning Tools, Links, & Reference Material

As professional accountants, we hear a lot of finance and tax-related questions. How much do I need to save for retirement? Will my estate be taxed after my death? How can I pay off my debt more quickly? Should I refinance my mortgage?

To help you answer these and other questions, we’ve included a list of free resources below, including interactive financial calculators, reference material that can be viewed, printed or saved, as well as helpful CRA, IRS, and BC Government links.

While these resources are not meant to be a substitute for professional financial advice, they can be used as a starting point to address some of your questions.

Financial Calculators

Helpful Links

Tax Form Examples: