Welcome to the Cool Tools section of the SFA Money site. Here you can access calculators as well as planning tools, tables and more to help you with your investments and other financial matters.
Please note that these tools are self-help reference tools and nto intended to replace the guidance of appropriate professional advisers that should be consultated before making important financial or investment decisions.
Membership Level Required: ♥ = Free Silver ♣ = GOLD ♠ = PLATINUM
The following are Java-based web tools.
♥How much do I need to save to Retire ?
♥How much do I need to save for a Targeted Purpose ?
The following are spreadsheet tools.
♠ The STAAR Independence Day Plan
A Fast-Track Planning Tool to Verify that You Are Heading in the Right Direction
♣ Asset Allocation Modelling Tool
♥Roth IRA vs. Traditional IR or 401(k)
♥Budget Planning Worksheet
♣ Retirement Budget Calculator
♥Chart: Future Value of Monthly Contributions at Selected Rates
Helpful when deciding on mnonthly contributions to retirement plans or other saving needs.
♥Future Value of a Lump Sum
♥Investment Income After Inflation & Taxes
Shows "real" returns.
♥Chart: Life Planning Focus
♥Loan Payment Calculator |
= Members Only Content 