Scroll down to access FREE downloadable spreadsheet tools for investors.
These tools are discussed in Chapter 4 of Rich Warner’s book The Smart Investor’s Guide to Bucket Investing.
Net Worth Calculator
A custom-designed Excel spreadsheet that helps you calculate household net worth.
Monthly Cash Flow Tracker
This spreadsheet calculates monthly and annual household net income, using income and expense cash flow data.
Rebalance Spreadsheet
Use this spreadsheet to determine dollar size and share size allocations for all the ETF models discussed in Rich Warner’s book on bucket investing. You must buy the eBook on Amazon before you can access the models. Click on the button below to buy your copy now.
