Quick Information File - Page 1 of 2 November, 1990 For further information contact: Rod Hoisington PO Box 839 Key Largo, FL 33037 Software: RETIREMENT QUICK-MONITOR Ver. 1.01 Category: Personal Finance, Retirement, Financial Planning RETIREMENT QUICK-MONITOR calculates and displays the savings necessary for you to retire at EVERY age between 30 and 90 for any interest and inflation rate combination. A unique tabulation lets you see the results for all ages at once, with the lumpsum, annual and monthly savings required at every age. It quickly redisplays with changes. RETIREMENT QUICK-MONITOR is a stand-alone program featuring brief work- sheets, attractive screens, printouts, scrolling menus, and pop-up help. Although designed for easy personal forecasting, the speed and graphics make it ideal for laptop use by financial planners in front of clients. Many people don't realize until it's too late that their retirement assets are not going to cover their retirement needs. Lack of planning will obviously lead to this problem -- also the unexpected effect of INTEREST and INFLATION rate changes can destroy retirement plans. This program, with its on-screen help, assists you in arriving at a successful estimation. It is divided into two phases: a brief and easy worksheet which helps you arrive at retirement Income, Expense, and Savings estimates; and the automatic tabulation which in a continuous display shows the earliest date you can retire with your present savings, and the amount required to retire at every age to age 90. All ages and amounts are on the screen at once. Then, with a keystroke, the program quickly retabulates with your choice of a different combination of interest/inflation rates. Also displayed for every year between your present age and age 90 is the lumpsum amount, the annual deposit, and the monthly savings deposit required to reach your retirement nestegg. Although the program provides many elements of successful planning it is not intended as a complete retirement planning program. Its specialty is the dramatic display of your retirement situation with varying interest and inflation estimations. Other features are provisions for early Social Security at age 62, pensions with and without COLA, and all combinations of interest and inflation rates. Quick Information File Page 2 of 2 A sample plan and forecast is built in as a menu selection so you can become familiar with the program within minutes without having to enter your own data. Plans can be saved, and the attractive printed output can be customized with fields indicating for whom the report was prepared. The program does NOT require color or special graphics, runs on all IBM compatibles and works perfectly from a single floppy drive. DOS 2.1 or higher, and 256k of RAM is required. RETIREMENT QUICK-MONITOR is distributed by the author under the shareware concept. The registration fee is $35. The author is a former tax accountant with a background in securities, insurance and education. This disk contains version 1.01 of RETIREMENT QUICK-MONITOR, dated 11-16-90. The disk should contain the following files: README.TXT - Introductory text RQM.EXE - Main program RQM110.FRM - Program overlay RQM210.FRM - Program overlay RQM310.FRM - Program overlay RQMSMPL1.DTA - Sample data file RQMSMPL2.DTA - Sample data file RQMSMPL3.DTA - Sample data file RQMSMPL4.DTA - Sample data file RQM110.DAT - RQM210.DAT - User data files created by program. RQM310.DAT - RQM410.DAT - The program is started by typing RQM. Copyright 1990 Rod Hoisington All Rights Reserved This text can be printed with the command COPY QUICK.TXT PRN - end of Quick Information File -