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Personal Finance

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College Savings Estimator

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Do you wonder how much you should be saving for college?  Use this calculator to estimate that cost - you control the inputs and the calculator will use those inputs to estimate, down to the month, how much you need to be saving. Read More and Download the College Savings Calculator 

Emergency Fund Analysis

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Do you have an emergency fund set up?  Find out how to establish one, and how to maximize investment returns of your emergency fund once established. Read More and Download the Emergency Fund Analysis 

APY & APR Calculator

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Use this calculator to convert APY to APR or convert APR to APY.  Read More & Download this Calculator 

Personal Budget

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There are several budgeting templates out there, but a common problem with them comes when rows are added or removed...the formulas all need to be updated, highlighting may have to be updated...etc.  This excel template minimizes  manual updating when changes are made.  Read More & Download Template 

Retirement Calculator

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How much do you need to save for retirement?  Use this calculator to help you determine how much to save and find out how much your current savings will be worth in the future. 

Share Basis Analysis

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Evaluate the impact of purchasing additional shares of an investment to your current portfolio – analyze basis, cash position, and investment position quickly with the built-in dashboard. Read More & Download Template 

Loan Amortization Schedules

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Choose the amortization schedule that best fits your needs.

Click Here To Go To All Available Amortization Schedules for Download

Personal Balance Sheet

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The first step in creating a financial plan is to establish you net worth, use this template to do just that. Read More & Download the Personal Balance Sheet

Tax Withholding Analysis

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Why is everyone else getting tax refunds and you are having to pay more in each April 15?  Chances are it is because your withholding is not sufficient.  Use this calculator to estimate your end-of-year tax postion now using a current paystub.  Read More & Download Template 


Other Useful Tools


Z-Score

Thermometer Chart

Timeline

Gantt Chart


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