This pack contains Excel spreadsheets & forms to help organize your personal financials. The Personal Success Pack I includes: Asset Locator, Closing Cost Worksheet, Gross Estate, Home Improvement Log, Household Inventory, mortgage Qualifier, Mortgage Refinancing, Mortgage Amortization Schedule, Net Worth, Personal Budget, Retirement Planner, Retirement Budget, and Tuition Planner.
The Personal Success Pack’s thirteen spreadsheet solutions help you become better organized. Get to know the numbers that affect your life and exercise tighter control over your personal finances. Use "what-if" scenarios to weigh your options and plan financial strategies. The Asset Locator to track your assets and their value for insurance purposes. The Closing Cost Worksheet helps you calculate the closing costs for real estate transactions. Gross Estate allows you to estimate the value of your estate. The Home Improvement Log helps you track purchase and upkeep costs of your home for resale and tax purposes. The Household Inventory records important insurance information about items around your house. The Mortgage Qualifier compares different homes and their associated costs. Mortgage Refinancing helps you compare your current mortgage with optional refinancing plans. The Mortgage Amortization calculates your mortgage's amortization and payment schedules. Net Worth gives you a simple net worth statement. The Personal Budget helps you fine tune your personal budget. Construct a wise retirement strategy as you compare various scenarios and assumptions with the Retirement Planner. Stretch your retirement savings as you compare different scenarios with the Retirement Budget. The Tuition Planner helps you calculate annual and overall tuition costs for your children's education.