It's the best solution for people that want
something very powerful, accurate, but simple and easy as possible
to use. It only has 11 simplified input fields.
There's a directions sheet on the far left sheet tab, and each input
cell also has detailed instructions (there's no directions web page or Word docx
manual).
It uses a simple interface, backed by a sophisticated and complete methodology of
performing
Monte Carlo simulations. It takes just a minute to perform a simulation.
It also models the
impact of everyday decisions about debt management on your retirement planning. For example, it's the
only retirement planner that quickly answers the question with one input change, "How will
refinancing my credit card debt from 30% to 15% interest change my retirement
picture?"
You can still use Excel's
built-in Goal Seek function to perform just about any "What-if" scenario other
retirement planners can do, and more they can't.
Nothing has this much power crammed into such a small
program.
The inputs and results are on the same page, so you can get accurate and meaningful results
in one minute.
It's so simple that you don’t have to be a “techie” to use
it.
If you're a financial advisor, then all you have to do is ask
when you buy a supported version, and the
Retirement Fact Finder will be sent with it for free (it's $11 on its own).
Also, if you buy any other
retirement planner, shown on the second row (the silver area under the gold
title), then it will be sent for free.
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 Simple Retirement Planner Demo
This is one of the few personal finance modules that has a "trial period"
Please note that this product (SRP), the
Time Value of Money Financial Calculators, and the
RP Retirement Planner are the only programs advisors
can put on their websites for their clients to use (prices
vary)
