|
 
|
|
BUDGET
PLANNER
• Organize your monthly & annual spending (find out
where all your money goes!)
• Track expenses monthly (identify poor spending habits
immediately)
• Compare actual income, expense and savings vs. budget
|
|
 |
NET
WORTH CALCULATOR
• Track your net worth: Annually,
Semiannually or Quarterly
• Customizable pie charts
• Quick links to Asset and Debt detail
• Simple, concise and straight forward
• Easy printing
• Excel based (no need for new software)
|
|
 |
RETIREMENT
CALCULATOR
• When can you retire?
• How will inflation affect your retirement plan?
• How much will you need to save?
• Are you saving enough today?
• How much will you spend during retirement?
• How long will your retirement funds last?
|
|
 |
CALENDAR
PLANNER
• Create personalized calendars (color, font, etc.)
• Easy to use calendar event tool
• Event reminders open when Calendar Planner is started
• Daily, Weekly, Monthly, Yearly view of calendar and events
|
|
 |
MORTGAGE
CALCULATOR
• What will my monthly mortgage be?
• Can I afford this mortgage?
• How much house can I afford?
• Should I refinance?
• Includes Loan Optimizer and Amortization Schedule
|
|
 |
TAX
CALCULATOR (free annual
updates)
• Estimate your income tax in seconds
• Determine whether you should itemize or take the standard
deduction
• Organize your 1040 return in Excel format
• Check your math for careless errors
|
|
 |
INVESTMENT
CALCULATOR
• How much will my investments be worth in 15 years?
• When will my investments be worth $500,000? $700,000?
• How much of my income should I invest?
|
|
 |
401k
CALCULATOR
• How much will your investment be worth
at retirement?
• Are you contributing enough today to meet your investment
goals?
• When will your investment goals be met?
• Results and the 401k Savings graph updates instantly as
you input assumptions.
|
|
|
|
|
|
|
|
|
|
|
|
|
