Free Resources

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Helpful Software

Wealth Planner

This is a very simplified tool for projecting into the future to see what might be possible relating to accumulating a retirement ‘nest-egg’.

CLICK HERE – Wealth Planner

CLICK HERE – Wealth Planner Demo

SnapShot

This is a simple Excel based ‘Budget’ that will allow you to get a SnapShot of your current financial situation.

CLICK HERE – Snap Shot

1 Step Backwards – 2 Steps Forwards Calculator

CLICK HERE − ‘1 Step Backwards–2 Steps Forwards’ calculator

CLICK HERE − Video Tutorial for ‘1 Step Backwards–2 Steps Forward’ Calculator

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