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• Estimate your income tax in seconds
• Determine whether you should itemize or take the standard deduction
• Organize your 1040 return in Excel format
• Check your math for careless errors

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FINANCIAL CALCULATORS & PLANNERS

• Organize your monthly & annual spending (find out where all your money goes!)
• Track expenses monthly (identify poor spending habits immediately)
• Compare actual income, expense and savings vs. budget

• When can you retire?
• How will inflation affect your retirement plan?
• How much will you need to save?
• Are you saving enough today?
• How much will you spend during retirement?
• How long will your retirement funds last?

• What will my monthly mortgage be?
• Can I afford this mortgage?
• How much house can I afford?
• Should I refinance?
• Includes Loan Optimizer and Amortization Schedule

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• Easy to use Excel based spreadsheets
• Download the Budget Planner demo
• Preview our comprehensive financial calculators (see links below)
• Money back guarantee

Retirement Calculator
401k Calculator
Investment Calculator
Budget Planner
Net Worth Calculator
Calendar Planner
Tax Calculator
Mortgage Calculator
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• How much will your investment be worth at retirement?
• Are you contributing enough today to meet your investment goals?
• When will your investment goals be met?
• Results and the 401k Savings graph updates instantly as you input assumptions.

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Complete Planner

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• How much will my savings be worth?
• Am I saving enough today?
• When will my investment goal be met?
• Results and the Investment Savings graph update instantly as you input assumptions.

• Track your net worth: Annually, Semiannually or Quarterly
• Customizable pie charts
• Quick links to Asset and Debt detail
• Detailed but simple

Profit & Loss Planner
Invoice Template
Budget Planner
Net Worth Calculator
Calendar Planner
Business Suite
-All 4 planners (25% off)

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• Save 45% off individual planner price.
• All 8 personal planners and calculators.
• Includes: Budget Planner, Net Worth Calculator, Retirement Calculator, Tax Calculator, Calendar Planner, 401k Calculator, Investment Calculator and Mortgage Calculator