Prices and how to buy are at the very bottom
This simple retirement planner is an even more scaled-down version of the
RP retirement planner (which is a scaled-down version of
RWR).
It's a cost-effective 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 every day decisions about debt management on your retirement planning. For example, it 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 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.
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.
Also, if you buy any other
retirement planner, shown on the second row (the silver area under the gold title on this page), then the SRP will be sent for free.
To download the demo, right click on the link below, and 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.
Be sure to see the sheet that shows what colors should look like.
The free thirty-day trial period is available for this simple retirement planner
Download the Simple Retirement Planner Demo
