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toolkit
US Financial Planning Toolkit 2026
Wat is inbegrepen
- Financial Planning Guide (5 sections)
- Retirement Savings Projector (with chart)
- 50/30/20 Budget Planner
- Debt Payoff Calculator (Avalanche vs Snowball)
- Estate Planning Checklist
- Client Financial Health Report
- AI Prompt Library (5 prompts)
Installatie
Unzip ā open guide/index.html in browser
Ondersteunde tools
**Professional financial planning tools in your browser.**
## Includes
- **Planning Guide** ā Retirement strategies, investment basics, insurance, estate planning
- **Retirement Calculator** ā Projected balance, monthly income (4% rule), growth chart
- **Budget Planner** ā 50/30/20 framework with category tracking
- **Debt Payoff Calculator** ā Avalanche vs Snowball comparison, payoff timeline
- **Estate Planning Checklist** ā Will, trust, POA, beneficiaries, digital assets
- **Financial Health Report** ā Net worth, DTI, savings rate, retirement readiness
- **AI Prompts** ā Retirement projection, portfolio review, insurance analysis
2026 limits: 401(k) $24,500, IRA $7,500, estate exemption $13.99M.
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