Tools
Start Taking Control of your Money
• Calculate your loan payment.
• Determine your net worth today and in the next 10 years.
• Analyze and improve your home budget.
• Calculate the value of your savings with both taxes and inflation.
• Understand the impact of changing your payroll deductions.
• Show the impact of delaying savings.
• Create a savings plan to become a millionaire.
Taking Charge of your Debt
• Decide if you should consolidate your debt.
Evaluating your Insurance
• Calculate how much life insurance you really need.
• Prepare for the expense of long-term care.
Planning your Retirement
• Analyze and modify your current retirement plan.
• Decide which type of IRA (Roth vs. Traditional IRA) is best for you.
• Watch your money grow in a 401k savings plan.
Paying for a College Education
• Develop and adjust your educational savings plan.


