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Models and Playbooks
Free models and playbooks to use to help you achieve your financial goals.
Models
This model calculates potential savings from refinancing your mortgage.
This model calculates the expected taxes payable based on income, tax status, and unrealized gains/loss for individual tax lots for a sales transaction
This five-year model allows you to forecast your business financials to see the rate of returns you can expect on your business given your inputs on a cash only, pre-tax basis. (Terms)
Playbooks
A playbook that includes a checklist and important documents for if your spouse passes away
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