Financial Planners Index, Estate Planner, Financial Planning, Insurance Planning Listing

Free Downloads

Welcome to the Free Downloads section provided to you by Financial Planners Index. The resources in this section are tools designed to help you with your organization as well as have fun.

These resources are considered freeware and may be distributed and shared with others. The copyright belongs to the developer(s) of the program and you may not sell any of these products without written consent of the owner(s). To download one of the free programs below, click on the appropriate download button.

Asset Organizer
	This workbook is provided as an aid to help you gather and organize your financial data before meeting with a financial professional. You can use the workbook to list your goals and objectives, show your assets and liabilities, and measure cash flow. By filling out this information and providing it to a financial professional, you will be prepared to start your retirement, estate and risk management planning. [Download Size - 48 KB (Excel), 30 KB (PDF)] Microsoft Excel Version Adobe Acrobat (PDF) Version

Income Tax Estimator - 2002 and 2003
	Use this calculator to estimate your federal income tax for 2002 and 2003 before meeting with your accountant, after your next salary increase or whenever you want to estimate your tax liability. It requires only six easy inputs. (Requires WinZip to extract file). [Download Size - 41 KB]
	Customize this calculator with your name and contact information - learn more!

Federal Estate Tax Calculator
	This program calculates the federal estate tax using guidelines established under the Tax Act of 2001. Five easy inputs will allow you to calculate the federal estate tax for 2002 and future years. (Requires WinZip to extract file). [Download Size - 35 KB]
	Customize this calculator with your name and contact information - learn more!

Dr. Smartz - Calculator Buffet
	Created by Available Resources' and Richard M. Kettley, JD, CLU, ChFC. This is fun little program contains over 100 calculators including basic math, geometry, finance, and unit conversion. (Requires WinZip to extract file). [Download Size - 1.04 MB]

Personal Reading Schedule
	Ever wonder how long it's going to take to finish the book you our your child is reading? Take the guessing out with this Excel worksheet. Simply input the current date, number of pages to be read, and how many pages you plan to read each day. This program will show you the date you'll be finishing the book. Or you can choose the beginning and ending date and the program will tell you how many pages you need to read each day to reach your goal. You can even print out a chart to stick in your book to help you keep track of progress. (Requires Microsoft Excel to run). [Download Size - 125 KB]

The History Of the Estate Tax - Flash Presentation
	This animated Flash movie, created by Richard M. Kettley, JD, CLU, ChFC, graphically illustrates the history of the federal estate tax. Will the death tax die? Everyone has their opinion, but see what history has to say about it. View it now by clicking the download link below. [Download Size - 546 KB]

Note: The calculator downloads available here are designed to generate estimated results and to illustrate various financial concepts and trends. They are neither designed to be precise nor to be replacements for results generated by a financial planning professional.

Some of the downloads may require certain Microsoft files which are not included as part of the download but should already reside on your computer. If you find that your system is missing one of these files, you should be able to download them for free at www.microsoft.com - look for file name VBRun60.exe.

Please direct comments to the Webmaster.