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Most all money calculators on this
site have a downloadable demonstration program (demo). They're free, but they are also
all non-functional (you have to buy them to get them to work). They don't calculate
numbers because the input cells are protected and most are the actual spreadsheets saved without
the formulas to make them much smaller. The reason is, because it's modular, people could use the
programs for an hour, get the information they need, and then they wouldn't need to buy
anything.
Most programs have other documents that go with
them. Only the demo downloads are on this page. To get the other associated files,
please go here.
Download the Excel Spreadsheet Demos
For
downloads, right click on a link below, then choose "Save
(Target) As..." to save to a folder on your hard drive. Then open it with MS Word or
Excel. Sometimes the WPP's server doesn't work well with weird browsers, or it just may
not work if it's not configured right. Please send
e-mail if you have any problems, and it will be sent to you
The following modules are part of the fully integrated financial planner:
Current Budget and Cash Flow Module of the Integrated Financial Planner (2Mb)
Current College Module of the Integrated Financial Planner (1Mb)
Current Net Worth Module of the Integrated Financial Planner (2Mb)
Integrated financial planner demo (3Mb)
Proposed Budget & Cash Flow Module of the Integrated Financial Planner (2Mb)
Proposed College Planner Module of the Integrated Financial Planner (1Mb)
Proposed Net Worth Projections Module of the Integrated Financial Planner (2Mb)
Asset Allocation Software Demo (800Kb)
Asset
Allocation Report (detailed explanation of asset allocation software, 100Kb Word doc)
Asset Distribution Calculator Demo (600Kb)
The bond calculator's "demo" has the most functional FREE
bond yield to maturity calculator ever on the web
Family Budget Calculator Demo (500Kb)
Family budgeting report explanation (31Kb Word doc)
75-year Personal Cash Flow demo (4MB)
Budgeting and cash flow report explanation (31Kb Word doc)
Cash Value Life Insurance vs. Buy Term and Invest the Difference Calculator demo
(3Mb)
Single Student College Planning Calculator and Asset Allocation Demo (200Kb)
Multiple Student College Planning Calculator and Asset Allocation Demo
(813Kb)
Free Financial Calculators / Time Value of Money Calculators / Financial Plan
Calculators Demo (2.8Mb)
Investment Comparator demo
(3Mb)
Life Insurance Needs Calculator Demo (400Kb)
Net Worth Calculator Demo (700Kb)
Balance sheet report explanation (30Kb Word doc)
Net Worth Projector Demo (6Mb)
Net worth report explanation
(30Kb Word doc)
Personal Finance Calculator Demo (200Kb)
Investment Portfolio Management Using Benchmarks Tutorial (100Kb)
Sample Investment Portfolio Benchmarking Model (40Kb)
RP Retirement Planner Current Demo (400Kb)
RP Retirement Planner Proposed Demo (300Kb)
RWR Current Retirement Plan Demo (2Mb) Instruction
for using demos
Proposed retirement plan after recommendations (no feature text boxes, 2Mb)
Dual RWR comprehensive retirement planning software demo (3Mb)
Single-property Rental Real Estate IRR Calculator Demo (700Kb)
Multiple-property Rental Real Estate IRR Calculator Demo (3Mb)
Minimum Distribution Calculator Demo (3Mb)
Financial Planning Seminar Demo (1Mb Word doc)
Time Value Money Financial
Calculators (4Mb)
The following financial plan modules don't have regular demos
because it would be too easy to copy for free:
Financial Plan Fact Finders,
Investment Policy Statement, Fee-Based Client Contract Agreement, and Financial Planning eBook, Tri-Fold Marketing Brochure,: No demos at all because
it's just text and is too easy to copy.
Mutual Fund Picks:
There is an empty list showing what you'll get.
Model
Investment Portfolios Demo showing historical returns and yields for all 56 investor models (700Kb Word doc): Just one
Investment Model is shown because it's too easy to copy.
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