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This Investment Calculator can be used to forecast an investment plan and/ or test hypothetical changes to your current investment plan. Want to know how much you need to invest to meet your financial goals? Click HERE for our MS Excel personal investment calculator.

Use this template to see where you stand today in comparison to the 50/30/20 & 80/20 standards, and to setup a budget to help you and your family reach your long-term financial goals. Click HERE to download your free budget template.

This Loan Calculator helps you visualize your loan payments, track interest costs, and see the impact of extra payments over time. With a built-in amortization table, you can easily analyze your payoff schedule and potential savings. Want to explore your debt payoff options? Click HERE to download our MS Excel Loan Calculator.

This College Loan Calculator & Tracker can be used to forecast a college loan costs, repayment plan and/ or test hypothetical changes to your current repayment plan (play around with payback length). Want to know how much your student loans are going to cost you, the difference between paying interest while in school or not, what it would take to pay the loans off early, or just want a tracker for all your student loans? Click HERE for our MS Excel student loan calculator and tracker.

Get all calculators, templates and checklists from above delivered straight to your inbox for FREE. Click HERE.

Whether you've amassed a fortune, or just getting started out, odds are you need some level of an estate plan (even if it is just a living will/ advanced directive). Click HERE to download the free estate planning checklist.

Insurance is a financial safety net that protects individuals from unexpected events, providing peace of mind and stability. As a key part of your financial planning, it safeguards against the financial impact of accidents, illnesses, and property damage, allowing individuals to navigate life's uncertainties without the fear of significant financial setbacks. Click HERE for your checklist.

This Payoff Loan vs. Invest Calculator helps you compare the long-term impact of making extra loan payments versus investing that money instead. It allows you to visualize potential returns, track interest savings, and analyze different financial scenarios to make informed decisions. Wondering which strategy works best for you? Click HERE to download our MS Excel Payoff Loan vs. Invest Calculator.

Click HERE for your basic key personal finance terms. Understanding the basic terminology of personal finance and investing is critical for your financial health. Whether a DYIer or working with a financial advisor, understanding the terms will help you make better decisions and feel more comfortable with your strategy.