Investing Tools

Household Budgeting, Debt Management, Retirement Planning, Comparison Analysis, Additional Tools.

In order to save your calculations and spreadsheets online in the MyFolder section you will need to create a free account.

Click any of the links below to access each tool:

Household Budgeting

  1. 1

    Sb

    Simple Household
    Budget

  2. 2

    Cb

    Comprehensive
    Household Budget

  3. 3

    Nw

    Net Worth
    Statement

  4. 4

    Ex

    Education Expense
    Budget

  5. 5

    Es

    Education
    Savings

  6. 6

    It

    Income Tax
    Estimator

  7. 7

    Tr

    Taxes on RRSP
    Withdrawals

Debt Management

  1. 7

    Lc

    Loan Consolidation
    Calculator

  2. 8

    Mc

    Mortgage
    Loan Calculator

  3. 9

    Mp

    Mortgage Payoff
    Comparison
    Calculator

  4. 10

    Mt

    Mortgage Terms
    Comparison
    Calculator

  5. 11

    Mq

    Mortgage
    Qualifier

  6. 12

    Hp

    Home Purchase
    Cost Estimator

  7. 13

    Mr

    Mortgage Refinance
    Interest Savings

Retirement Planning

  1. 14

    Be

    Retirement
    Budget Estimator

  2. 15

    Pc

    Retirement
    Planning Calculator

  3. 16

    Ns

    Retirement Net
    Worth Statement

  4. 17

    Ri

    Retirement
    Income Planning
    Calculator

  5. 18

    Pp

    RRIF Payment
    Planning Calculator

  6. 19

    Ca

    Comparison
    Analysis

  7. 20

    Tx

    Taxable vs.
    Tax Advantage
    Investments

  8. 21

    Pm

    Pay Down My
    Mortage or Contribute
    to My RRSP

  9. 22

    Lw

    Life Income Fund Withdrawal Calculator

Investing Tools

  1. 23

    Ip

    Investment
    Policy
    Statement

  2. 24

    Pv

    Projected Annual
    Portfolio Value
    Comparison

  3. 25

    Rr

    Rate of Return

  4. 26

    Ic

    Inflation
    Calculator

  5. 27

    Ie

    Interest Rate
    Equivalent

Carrick on Money: Must-haves for your investing toolbox. The Investing For Me blog offers a ton of calculators and worksheets on budgeting, debt management, retirement planning and investing. – Rob Carrick, Globe & Mail

Any results or calculations displayed on this site are made available for information purposes only, and do not constitute financial or legal advice.

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