The Personal Financial Primer guides you each step of the way. Select a topic like Personal Net Worth, Retirement Planning, 401 K Planning, or College Savings, and the Primer defines each topic for you clearly -- you just enter the data in the predefined area.

The Personal Financial Primer prepares summary worksheets based on your data entry and charts your financial progress. With the primer, you will be able to plan your financial future by better understanding the following:

• Personal Data and Goals
• Retirement Plan
• Life Insurance Needs
• Personal Financial Statements
• 401 K Analysis
• Disability Insurance Needs
• Cash Flow Plan
• Invested Asset Allocation
• College Funding Needs

Each worksheet examines a topic (e.g., 401K Analysis) in detail. The worksheet guides you step by step through the completion of the topic.

Regularly priced at $39.95, the Personal Financial Primer is now specially priced at $29.95. Check out the KMT Office Bonus Pack for even greater savings.

Requirements: Microsoft Excel 97 or 2000