Safe Money Tools

Use these calculators and templates to get a better understanding of your financial situation. Save these documents to your own computer for future use by clicking "Full Screen" and choosing the "File/Save As..." menu item on your browser.

Annuity Investment Calculator
Project monthly/yearly investment values and interest earned by entering an investment amount, interest rate, and re-invest amount.

Consumer Debt Manager
Track your consumer debt (Auto Loans, Credit Cards, Home Improvement Loans, Etc...) and monthly payments with this template.

Investment Summary
Track and chart your investments with this template. (Stocks, Bonds, Mutual Funds, Minority Interests, Etc...)

Life Insurance Needs
Estimate your life insurance needs by completing this template.

Net Worth Calculator
Calculate your net worth by adding your liabilities and your assets to this template.

Personal Monthly Budget
Complete this template with actual and projected values to get a better grip on your budget.

Retirement Budget
Complete this template to get a better idea of what you will need to retire.

CD Switch Analysis
Contrast the financial differences of a CD and a tax deferred fixed annuity.

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