Tools & Resources

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Retirement Analysis
Future Value

Retirement Analysis
Present Value

Education Funding
Analysis

Retirement Analysis (Future) Tool

Retirement Analysis (Present) Tool

			Current Age
			Age at End of Life
			Yearly amount needed From Account
			Account Balance at End of Life (to gift to heirs or consume)
			Expected Annual Rate of Return
			Amount needed TODAY to Fund Retirement in Full	0

Table Plugin

Education Funding Analysis Tool

												Freshman	Sophomore	Junior	Senior
			Student's Current Age
			Student's Age at the Beginning of College/University							Years until a ….		0	1	2	3
										Estimated Future Cost of Education
			Current Yearly Cost of Education at the Desired University							Amount Needed at the Start of Education for Each Year of Education:
										Freshman		0
			Estimated Inflation Rate of Education							Sophmore		0
										Junior		0
										Senior		0
			Expected Annual Rate of Return of College Savings Plan							Total Needed at start		0
										Lump Sum Needed today to Fund Education	0	Years from Now
										Monthly Savings Amount Needed Until Start of Education as a Freshman

Table Plugin