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Calculators
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File Name
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Worksheet
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N/R
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Reports
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Chart
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Accrued Interest Calculator
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Calculators.xlt
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DIY
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1
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0
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Age Last Birthday Calculator
|
Calculators.xlt
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Calculators
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0
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0
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Age Nearest Birthday Calculator
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Calculators.xlt
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Calculators
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0
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0
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Analysis of Drawing Social Security
Benefits Early
|
Calculators.xlt
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EarlySocSec
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1
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0
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Bond Price / Bond Yield Calculator
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Calculators.xlt
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Calculators
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0
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0
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Day Calculator
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Calculators.xlt
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Calculators
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0
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0
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Depreciation Calculator
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Calculators.xlt
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Calculators
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0
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0
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Effective Interest Rate Calculator
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Calculators.xlt
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Calculators
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0
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0
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End Date Calculator
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Calculators.xlt
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Calculators
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0
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0
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Future Value Calculator (fv)
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Calculators.xlt
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Calculators
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1
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0
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Income Tax Estimator
|
Calculators.xlt
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Tax
|
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1
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0
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Internal Rate of Return (IRR)
|
Calculators.xlt
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IRR-NPV
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1
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0
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Late Settlement Invoice
|
Calculators.xlt
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LateSettle
|
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1
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0
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Life Insurance Calculator
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Calculators.xlt
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Life
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1
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0
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Net Present Value (NPV) Calculator
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Calculators.xlt
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IRR-NPV
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0
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0
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Nominal Interest Rate Calculator
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Calculators.xlt
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Calculators
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0
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0
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Number of Periods (n) Calculator
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Calculators.xlt
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Calculators
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0
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0
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Payment Calculator (pmt)
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Calculators.xlt
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Calculators
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0
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0
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Present Value Calculator (pv)
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Calculators.xlt
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Calculators
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0
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0
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Rate Calculator (i)
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Calculators.xlt
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Calculators
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0
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0
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Retirement Calculator
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Calculators.xlt
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Retire
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1
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incl
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Social Security Rate Calculator / Cost of Waiting
|
Calculators.xlt
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Calculators
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0
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0
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Tax Free Rate Calculator
|
Calculators.xlt
|
Calculators
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0
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0
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Taxable Equivalent Rate Calculator
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Calculators.xlt
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Calculators
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0
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0
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Education
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College Cost Estimator
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Education.xlt
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Tuition
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1
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1
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Custodial Education Savings Account
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Education.xlt
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Custodial
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1
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1
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Education Savings Account (ESA) |
Education.xlt
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ESA
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1
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1
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Family Education Funds - Allotments
|
Education.xlt
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Family Allot
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1
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0
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Family Education Funds - Entitlement to
Funds
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Education.xlt
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Family Entitlements
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1
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0
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Qualified Tuition Program - Family
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Education.xlt
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Family 529
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1
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1
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Financial
Planning
|
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Analysis of Drawing Social Security Early
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Calculators.xlt
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EarlySocSec
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Repeat
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0
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Analysis of Tax Liabilities For Clearance
of Estate
|
Insurance.xlt
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Estate
|
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1
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incl
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Asset Allocation Goals
|
Portfolio.xlt
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Allocate
|
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1
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incl
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Cash Flow Projections |
CashFlow.xlt
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Annual
|
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1
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1
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Cash Flow Projections - Monthly
|
CashFlow.xlt
|
Monthly
|
R
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1
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1
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Cost of Waiting for Social Security
Calculator
|
Calculators.xlt
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Calculators
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Repeat
|
0
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Estate Capital Needs Analysis |
Insurance.xlt
|
Needs
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1
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incl
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Financial Plan - Table Of Contents
|
Recommendations.xlt
|
TableOfContents
|
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1
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0
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Financial Planning - Checklist
|
Recommendations.xlt
|
CheckList
|
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1
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0
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Financial Planning Questionnaire (11 Pages)
|
Questionnaire.xlt
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11 pages
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11
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0
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Financial Planning Recommendations |
Recommendations.xlt
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Personalized
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1
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0
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Financial Planning Recommendations Cover
Sheet
|
Recommendations.xlt
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Cover Sheet
|
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1
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0
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Financial Planning Recommendations
Narrative
|
Recommendations.xlt
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Narrative
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1
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0
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Financial Planning Recommendations
Worksheet
|
Recommendations.xlt
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Basic
|
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1
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0
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Funding Requirements For Retirement –
Client Only
|
Funding.xlt
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Client
|
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Repeat
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0
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Funding Requirements For Retirement - Joint
|
Funding.xlt
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Joint
|
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Repeat
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0
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Net Worth Statement |
NetWorth.xlt
|
Report
|
R
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1
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1
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Pension Maximization
|
Pensions.xlt
|
Pension Max
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1
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incl
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Prepaid Pension Maximization
|
Pensions.xlt
|
Prepaid Pension Max.
|
|
1
|
incl
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Risk Tolerance Questionnaire |
Portfolio.xlt
|
Risk
|
|
1
|
incl
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Summary of Investment Portfolio |
Portfolio.xlt
|
Summary
|
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1
|
incl
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Insurance & Estate Planning
|
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Age Last Birthday Calculator
|
Calculators.xlt
|
Calculators
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Repeat
|
0
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Age Nearest Birthday Calculator
|
Calculators.xlt
|
Calculators
|
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Repeat
|
0
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Analysis of Tax Liabilities For Clearance
of Estate
|
Insurance.xlt
|
Estate
|
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Repeat
|
0
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Buy Term & Invest the Difference?
|
ULvsTerm.xlt
|
ULvsTerm
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1
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1
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Buy Term & Invest the Difference Versus
Whole Life
|
ULvsTerm.xlt
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WLvsTerm
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1
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1
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Buy Term & Invest the Difference - with
side fund
|
ULvsTerm.xlt
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ULvsTermSF
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1
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1
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CD versus Annuity
|
Annuity.xlt
|
CDvsAnn
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1
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1
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CD versus Insured Annuity
|
Annuity.xlt
|
CDvsIns
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1
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1
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Charitable Legacy Investment Plan
|
Gifts.xlt
|
Legacy
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1
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0
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Comparison of Charitable Gift as Cash vs.
Gifting Security
|
Gifts.xlt
|
Security
|
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1
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incl
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Comparison of Term Insurance Plans
|
Insurance.xlt
|
TermCompare
|
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1
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1
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Critical Illness - Needs Analysis
|
Disability.xlt
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Critical
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1
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incl
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Disability Needs Analysis
|
Disability.xlt
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Report
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1
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1
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Estate Capital Needs Analysis |
Insurance.xlt
|
Needs
|
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Repeat
|
0
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Leveraged Investment Portfolio with
Universal Life
|
Leverage.xlt
|
Leverage&UL
|
|
1
|
incl
|
Life Insurance Calculator
|
Calculators.xlt
|
Life
|
|
Repeat
|
0
|
Long Term Care Analysis
|
Disability.xlt
|
LTC
|
|
1
|
incl
|
Pension Maximization
|
Pensions.xlt
|
Pensions Max.
|
|
Repeat
|
0
|
Prepaid Pension Maximization
|
Pensions.xlt
|
Prepaid Pension Max.
|
|
Repeat
|
0
|
Rate of Return on Life Insurance
|
Insurance.xlt
|
IRR
|
|
1
|
0
|
Summary of Deemed Disposition of Securities
|
Insurance.xlt
|
Deemed
|
|
1
|
0
|
Taxable Capital Gain from Deemed
Disposition
|
Insurance.xlt
|
Summary
|
|
1
|
0
|
|
|
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Investments
|
|
|
|
|
|
Analysis of Investment Portfolio &
Income Tax
|
Portfolio.xlt
|
Analysis
|
|
1
|
1
|
Calendar of Income from Systematic
Withdrawal Plans
|
SWIP.xlt
|
Calendar
|
|
1
|
0
|
Comparison of Deferred Pension to Private
Managed
|
IRAIncome.xlt
|
Transfers
|
|
1
|
incl
|
Growth of an Investment with variables
|
ReturnRt.xlt
|
Variable
|
|
1
|
incl
|
Keogh Retirement Account Projections
|
IRA.xlt
|
Keogh
|
|
1
|
incl
|
Late Settlement Invoice
|
Calculators.xlt
|
LateSettle
|
|
Repeat
|
0
|
Leverage Scenarios
|
Leverage.xlt
|
Scenarios
|
|
1
|
incl
|
Leveraged Investment Portfolio
|
Leverage.xlt
|
Leverage
|
|
1
|
incl
|
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Leveraged Investment Portfolio with Universal Life
|
Leverage.xlt
|
Leverage&UL
|
|
Repeat
|
0
|
No Money Down - Retirement Plan (Leverage)
|
Leverage.xlt
|
Retirement
|
|
1
|
incl
|
Projected Growth of an Investment
|
ReturnRt.xlt
|
Growth
|
|
1
|
incl
|
Rates of Return - 20 year Returns by asset
Class
|
Rates.xls
|
Rates of Return
|
|
1
|
1
|
Revenue Property Analysis
|
Analysis.xlt
|
Real Estate
|
|
1
|
0
|
Summary of Distributions and Tax Analysis
|
Analysis.xlt
|
R.O.I.
|
|
1
|
1
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Summary of Guaranteed Investments
|
Portfolio.xlt
|
Guaranteed
|
|
1
|
0
|
Summary of Insurance Contracts
|
Portfolio.xlt
|
Insurance
|
|
1
|
0
|
Summary of Investment Fund Holdings
|
Portfolio.xlt
|
Funds
|
|
1
|
0
|
Summary of Investment Portfolio |
Portfolio.xlt
|
Summary
|
|
Repeat |
0
|
Summary of Investment Portfolio - Cover
Page
|
Portfolio.xlt
|
Cover Page
|
|
1
|
0
|
Summary of Other Securities
|
Portfolio.xlt
|
Other
|
|
1
|
0
|
Systematic Withdrawal Plan (SWP)
|
SWIP.xlt
|
Report
|
|
1
|
1
|
Tax Deferred vs. Leverage Investment
|
Leverage.xlt
|
IRAvsLeverage
|
|
1
|
1
|
|
Tax Sheltered vs. Same Amount to Reduce Leverage loan
|
Leverage.xlt
|
IRAvsLoanServ
|
|
1
|
1
|
| |
|
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Loans
|
|
|
|
|
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Accelerated Mortgage Amortization (Quick
Pay)
|
Amortize.xlt
|
QuickPay
|
|
1
|
0
|
Accrued Interest Calculator
|
Calculators.xlt
|
DIY
|
|
Repeat
|
0
|
Day Calculator
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Debt Service Strategy
|
Loans.xl
|
DebtService
|
|
1
|
0
|
Effective Interest Rate Calculator
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
End Date Calculator
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Future Value Calculator (fv)
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Gross Debt Service Ratio / Total Debt
Service Ratio
|
Amortize.xlt
|
DSR
|
|
1
|
0
|
Lease versus Purchase Analysis
|
Loans.xlt
|
BuyVsLease
|
|
1
|
0
|
Loan Schedule
|
Loans.xlt
|
Report
|
|
1
|
1
|
Mortgage Amortization Schedule
|
Amortize.xlt
|
Report
|
|
1
|
1
|
Mortgage Pay Down And Retirement Plan
|
IRA.xlt
|
IRA&Mtg
|
|
1
|
0
|
Mortgage Pay Down vs. Retirement Plan
|
IRA.xlt
|
IRAvsMtg
|
|
1
|
0
|
Nominal Interest Rate Calculator
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Number of Periods Calculator (n)
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Payment Calculator (pmt)
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Present Value Calculator (pv)
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Rate Calculator (i)
|
Calculators.xlt
|
Calculators
|
|
Repeat
|
0
|
Refinancing Feasibility
|
Amortize.xlt
|
Re-Finance
|
|
1
|
0
|
|
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|
|
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Retirement
|
|
|
|
|
|
Comparison of Deferred Pension to Private
|
IRAIncome.xlt
|
Transfers
|
|
Repeat
|
0
|
|
Deferred Tax Liability From Tax Sheltered Investments
|
IRAIncome.xlt
|
IRA Tax
|
|
1
|
0
|
|
Defined Benefit Pension Plan Calculations
|
Pensions.xlt
|
Defined Benefit
|
|
1
|
0
|
Effect of Recommendations on Tax Payable |
Tax.xlt
|
Recommendations
|
|
Repeat
|
0
|
Funding Requirements For Retirement -
Client
|
Funding.xlt
|
Client
|
|
Repeat
|
0
|
Funding Requirements For Retirement - Joint |
Funding.xlt
|
Joint
|
|
Repeat
|
0
|
Individual Retirement Account (IRA)
Projections
|
IRA.xlt
|
IRA
|
|
Repeat
|
0
|
IRA Accumulation \ Retirement Projector
|
IRA.xlt
|
Report
|
|
1
|
0
|
Keogh Retirement Account Projections
|
IRA.xlt
|
Keogh
|
|
Repeat
|
0
|
Retirement Savings Plan - Monthly
Illustration
|
IRAIncome.xlt
|
RSP-IRA
|
|
1
|
inc
|
Minimum Required Distribution - I.R.A.
Plans
|
IRAIncome.xlt
|
IRA%
|
|
1
|
0
|
Money Purchase Pension Plan
|
Pensions.xlt
|
Money Purchase
|
|
1
|
0
|
Pension Salary Calculations
|
Pensions.xlt
|
Earnings
|
|
1
|
0
|
Prepaid Pension Maximization
|
Pensions.xlt
|
Prepaid Pension Max.
|
|
Repeat
|
0
|
Projected Growth of a Tax Sheltered Vs.
Open Investment
|
IRA.xlt
|
IRAvsOpen
|
|
1
|
0
|
Retirement Calculator
|
Calculators.xlt
|
Retire
|
|
Repeat
|
0
|
Tax Sheltered Annual Income Illustration
|
IRAIncome.xlt
|
Income
|
|
1
|
1
|
|
|
|
|
|
|
|
Taxation
|
|
|
|
|
|
Analysis of Prescribed Annuity Income
|
Annuiy.xlt
|
Prescribed
|
|
1
|
incl
|
Average Cost Per Share for Tax Purposes
|
ACB.xlt
|
ACB
|
|
1
|
1
|
Average Cost Per Share for Tax Purposes -
Long Form
|
ACB.xlt
|
ACBLongForm
|
|
1
|
0
|
|
Deferred Tax Liability From Tax Sheltered Investments
|
IRAIncome.xlt
|
IRA Tax
|
|
Repeat
|
0
|
Effect of Recommendations on Tax Payable |
Tax.xlt
|
Recommendations
|
|
1
|
1
|
Income Tax Rates - Current Year
|
Rates.xls
|
Current Year
|
|
1
|
0
|
Gross Income Requirements for Retirement
|
Tax.xlt
|
PreTaxCalc
|
|
1
|
1
|
Income Tax Payable
|
Tax.xlt
|
TaxBill
|
|
1
|
1
|
Income Tax Rates & Social Security
Rates
|
Rates.xls
|
Data Entry
|
|
1
|
0
|
Income Tax Rates - Prior Year
|
Rates.xls
|
Prior Year
|
|
1
|
0
|
Marginal Tax Rates - All States
|
Rates.xls
|
Marginal Rates
|
|
1
|
0
|
Record of Average Cost Per Share
|
ACB.xlt
|
ACPSCalc
|
|
1
|
1
|
Record of Investment Cost Base - Blank Form
for clients
|
ACB.xlt
|
ACPSform
|
|
1
|
0
|
Separation / Divorce - Income Analysis
|
Separation.xlt
|
Separate
|
|
1
|
0
|
State Income Tax Rates
|
Rates.xls
|
State
|
|
1
|
0
|
Summary of Realized Gains for the Year
|
ACB.xlt
|
Realized
|
|
1
|
0
|
Tax Sheltered Contribution Analysis
|
IRA.xlt
|
Room
|
|
1
|
0
|
|
|
|
|
|
|
|
Other Reports & Forms
|
|
|
|
|
|
Analysis of Market Value Adjustments
|
MVACalc.xlt
|
Report
|
|
1
|
1
|
Analysis of Prescribed Annuity Income
|
Annuiy.xlt
|
Prescribed
|
|
Repeat
|
0
|
Calculation of Market Value Adjustment
|
MVACalc.xlt
|
Calculate
|
|
1
|
0
|
Client Data Entry Links
|
Data.xls
|
Data Entry
|
|
1
|
0
|
Disclosure Letter
|
Recommendations.xlt
|
Disclosure
|
|
1
|
0
|
Index of Caclulators
|
Calculators.xlt
|
Index
|
|
1
|
0
|
Inflation Over the Last Thirty Years (CPI)
|
Rates.xls
|
CPI
|
|
1
|
0
|
Financial Planning Spreadsheets Order Form
|
|
|
|
0
|
0
|
Letter of Engagement
|
Recommendations.xlt
|
EngagementLetter
|
|
1
|
0
|
Life Expectancy
|
Rates.xls
|
LE
|
|
1
|
0
|
No Fee Letter of Engagement
|
Recommendations.xlt
|
NoFeeEngagement
|
|
1
|
0
|
Owners Manual
|
FPSManual.pdf
|
n/a
|
|
0
|
0
|
Registered User Change/Transfer Form
|
RegisteredUser.xls
|
Change Form
|
|
1
|
0
|
Registered User Name etc. for Reports
|
RegisteredUser.xls
|
Licensee
|
|
1
|
0
|
Separation / Divorce - Division of Assets
|
Separation.xlt
|
Division
|
|
1
|
0
|
Separation / Divorce - Income Analysis
|
Separation.xlt
|
Separate
|
|
Repeat
|
0
|
Separation / Divorce - Projected Growth of
Net Worth
|
Separation.xlt
|
Projected
|
|
1
|
inc
|
|
Upgrade & Updates Subscription Form
|
NA
|
|
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0
|
0
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|
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Menu Items
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167
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Reports & Charts
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126
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