DOWNLOADS

Free Excel workbooks to support data-driven financial decisions

Download the same workbooks used in our Research page. These workbooks do not constitute as financial advise and are for research purposes only.

COMPLETE FINANCIAL WORKBOOK

The one-stop shop for easy personal financial planning and analysis including a monthly budget, net worth, time-value of money, and retirement calculators

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HOME BUYING CALCULATOR

Workbook complete with income-based affordability calculator, amortization table, and rent vs. buy analysis.

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LOAN CALCULATOR

Calculate the total cost of a loan

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