Resources

To download any of these files, right click on the name of the file and “Save As”.

  MS Excel

Net Worth Calculations - Knowing your net worth will help you manage your personal finances.

Investing Your Bonus - Shows you how quickly your bonus will grow if invested.

Maxing Out Your Roth IRA - How much you can expect to earn using a Roth IRA vs Mutual Fund or 401-k.

Make Your Child A Multi-Millionaire – See how much funding a Roth for your kid will earn them.

529 College Savings Plans - 529s will beat mutual funds with the tax benefits.

30 vs. 15 Year Mortgages – The differences between the two mortgages (Coming Soon).

Pay One Extra Mortgage Payment – How things would change if you paid one extra payment per year (Coming Soon).

  MS PowerPoint

(Coming Soon)

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