Price List of All Personal Finance Software Modules

How to Buy Money Calculator Software in General

Huge Discounts for Financial Planning Advisers and Money Managers

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Plan Software Support

Personal Finance Software Updates

Site Map

Site Info, History, Ordering Security, Privacy, FAQs

Questions About Retirement Savings Calculators? Call (800) 658-1824 or Send E-mail

Free Downloads and Money Tools
(are listed below)

The only other difference is that Dual RWR has a Master Input sheet to minimize switching back and forth between the input sheet tabs. All inputting is done on that one sheet, except for the manual overrides.

There are forty assets (ten each for both client and spouse, then current and proposed scenarios). This makes it easy to allocate retirement assets according to the "bucket approach," where you input only bonds into one asset, only cash into another, tapping qualified assets before non-qualified, etc.

Some professional retirement planners have two monitors set up for Dual RWR to run retirement plans in front of clients, so everyone can see current vs. proposed scenarios on-the-fly during the retirement strategy process.

To download the demo, right click on the link below, then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel. Answers to frequently asked demo questions and how to use demos.

Download the free (non-functional) Dual RWR demo
This demo shows "gap funding," or just saving more money in monthly contributions to reach the retirement goal

Download the free (non-functional) Dual RWR demo
This demo shows the "bucket approach," or setting assets up as asset classes, and just increasing the rate of return to reach the retirement goal

Download the free (non-functional) Dual RWR demo
This demo shows the different payout options, usage of all of the manual overrides, gap funding, and the bucket approach of tapping qualified assets before non-qualified assets (basically the usual recommendations of a brilliant financial planner when the client's assets are totally discombobulated)

Download the free (non-functional) Dual RWR demo
This demo shows the difference between risky living without disability (and long-term care) insurance. The current version shows being disabled at age 60 and the proposed version shows being insured. So the current version shows losing it all, and the proposed shows being just fine, considering, and paying DI premiums. Example of a very simple retirement plan

Download the free (non-functional) Dual RWR demo
This demo shows the difference between risky living without long-term care insurance. The current version shows being disabled at age 50 and needing long-term care. The proposed version shows being insured. So the current version shows losing it all, and the proposed shows being just fine, considering, and paying LTC premiums.  Example of a very simple retirement planner

Download the retirement plan user's manual (400kb Word doc)

Download a Word docx that goes with the retirement plan to help clients understand retirement planning

Quickie directions: How to make a retirement plan in 15 minutes

It's best to have the demo open while you read the user's manual, and/or the quickie retirement plan page.