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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