SAVING AND INVESTING TOOLS

It is important to save and invest to fund three major categories:

  • Emergencies
  • Known, Upcoming Expenses
  • Dreams (Retirement, College, Trip around the world)

We define "savings" as money that will be needed within the next five years. This money should be saved in no-risk, guaranteed accounts. We define "investing" as money that will not be needed within the next five years, therefore we are OK with taking additional risk with this money. 

Use the tools below to prepare for all of your plans, hopes, and dreams! 

Some of these tools require the use of Microsoft Excel. If you do not have Excel, use a free alternative like Open Office which is an excellent alternative to purchasing excel. You can also download these tools and open them in Google Drive using Google Sheets.