Thursday, July 30, 2009

Microsoft Excel Free Templates for Retirement Planning


Microsoft Office Package is still the most popular productivity software for the Windows users. However, we are far of using the components of the package to the full extent. Do you know, for example, there are tons of the free preconfigured templates, which can be embedded in the standard MS Word and MS Excel programs? Just browse the Microsoft Office online template selection, and you might found the solution, simplifying your personal live and business career tracking.

In this post, I would like to present to simple templates to MS Excel, developed for the better following up the retirement needs. Naturally, these templates are free to download and used. Do not expect any complicated functionality here. But, for those, how just start the retirement planning process that might be an origin point for the retirement planning strategy development. As you understand, the initial forms can be easily customized per your personal needs.

  1. Retirement Checklist
This template can be used by personal financial advisors to help their clients plan for the later stages of life between retirement and death. The template contains a checklist for important items that should be addressed before your client's retirement. Certainly, if you prefer to be your own personal financial advisor, you will find the template useful as well.
Installation Requirements:
OS: Windows.
Version: Excel 2003 or later.
Download size: 24 KB.

Screenshot:

Image and video hosting by TinyPic
  1. Retirement Budget
This template lists the major categories of expenses at your current situation in comparison with the planned retirement status.
Installation Requirements:
OS: Windows.
Version: Excel 97 or later
Download size: 22 KB.

Screenshot:

Image and video hosting by TinyPic

LinkWithin

Related Posts Plugin for WordPress, Blogger...