| |
Explanation Notes
|
Sampler |
Plus |
Allocation
Tool |
Income Mgt. Tool |
Advisor |
| Present
Financial Position |
|
|
|
|
|
|
| Net Worth Statement |
Notes |
X |
X |
|
|
|
| Net
Worth Statement with Graphs |
Notes |
|
|
|
|
X |
| Budget Worksheet |
Notes |
X |
X |
|
|
|
| Budget
Worksheet with Graphs |
Notes |
|
|
|
|
X |
| Protection
Planning |
|
|
|
|
|
|
| Life Insurance Calculator |
Notes |
|
X |
|
|
|
| Life Insurance Expanded
(2) |
Notes |
|
|
|
|
X |
| Accumulation
Goals |
|
|
|
|
|
|
| Accumulation Goal Calculator
|
Notes |
|
X |
|
|
X |
| Future Value of Savings
|
Notes |
|
X |
|
|
X |
| Education
Planner |
Notes |
|
X |
|
|
|
| Education Planner Expanded |
Notes |
|
|
|
|
X |
| A Case for paying Cash for
Cars |
Notes |
|
X |
|
|
X |
| Retirement
Planning |
|
|
|
|
|
|
| Retirement #1: Accumulation
& Distribution |
Notes |
|
X |
|
|
|
| Retirement
#1 with Graphs |
Notes |
|
|
|
|
X |
| Retirement #2: With
Distribution Only |
Notes |
|
X |
|
|
|
| Retirement #2: Distribution
W/Long Term Care |
Notes |
|
|
|
|
X |
| Retirement #3:
For Specified Income Level |
Notes |
|
X |
|
|
X |
| Retirement #4 |
Notes |
|
|
|
|
X |
| Retirement #5 |
Notes |
|
|
|
|
X |
| General
Investment Calculators |
|
|
|
|
|
|
| Account
Internal Rate of Return |
Notes |
|
|
|
|
X |
| Time Value of Money |
Notes |
|
|
|
|
X |
| Tax Free Return vs. Taxable
Return |
Notes |
|
X |
|
|
X |
| Rate of Return Calculator |
Notes |
Notes
|
X |
|
|
X |
| Mutual Fund Growth &
Expense Comparison |
Notes |
|
X |
|
|
X |
| Equalize Future
Value |
Notes |
|
|
|
|
X |
| Allocation
Balancing w/ New Money |
Notes |
|
|
|
|
X |
| Allocation
Balancing w/ Existing Money |
Notes |
|
|
|
|
X |
| Stand-Alone
Allocation Tool |
Notes |
|
|
X |
|
|
| Stand-Alone Portfolio & Income Dist. Management |
Notes |
|
|
|
X |
|
| IRA
Spend Down |
Notes |
|
|
|
|
X |
| Structured
Settlement Calculator |
Notes |
|
|
|
|
X |
| Loans |
|
|
|
|
|
|
| Loan Calculator |
Notes |
X |
X |
|
|
X |
| Mortgage Calculator |
Notes |
|
X |
|
|
|
| Mortgage Calculator Expanded |
Notes |
|
|
|
|
X |
| Mortgage Refinance Worksheet |
Notes |
|
X |
|
|
X |
| 15 & 30 Year Mortgage
Comparison |
Notes |
|
X |
|
|
X |
| Prepaid Comparison |
Notes |
|
|
|
|
X |
| Prepaid Mortgage Calculator |
Notes |
|
X |
|
|
X |
| Estate
Planning |
|
|
|
|
|
|
| Estate
Tax Calculator |
Notes |
|
|
|
|
X |
| Presentation
Pages |
|
|
|
|
|
|
| Cover Sheet (presentation page) |
Notes |
|
|
X |
|
X |
| Contents Page
(2) |
Notes |
|
|
|
|
X |
| Recommendations Page
(2) |
Notes |
|
|
|
|
X |
| Financial Planning Outline |
Notes |
|
X |
|
|
X |
| Financial Wisdom
(presentation page) |
|
|
X |
|
|
X |
| Totals
/ Pricing |
|
|
|
|
|
|
| Total Calculators |
|
3 |
18 |
1 |
1 |
29 |
| Presentation Sheets |
|
0 |
1 |
1 |
1 |
4 |
| Prices
(for entire workbook file) |
|
Free |
$ 49.95 |
$94.95 |
$100.00 |
$ 179.95 |