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Quicken and VeriPlan Comparison:  Portfolio Safety

In this series of short articles, The Skilled Investor compares the functionality of the Quicken and VeriPlan financial lifecycle planners. At the bottom of this article you will find links to the previous topic and the next topic. A link is also provided that returns you to the main topic listing of this comparison.*

VeriPlan Personal Financial Lifecycle Planner

Individual investors face a significant dilemma. Both less risky and more risky investment strategies may not achieve desired results for different reasons. When assessing investment strategies with different risk levels, it can be very helpful to understand how the "safer" portion of your portfolio assets might evolve across your lifecycle. 

VeriPlan's Portfolio Safety Tool automatically projects how long your cash and shorter-term fixed income assets would cover your projected expenses, if all your expected income sources ceased at any point. This tool automatically measures your projected financial capacity to weather future financial risks.   (See:  VeriPlan helps you to compare investment risk and return tradeoffs)

Quicken Retirement Planner

Because the Quicken Retirement Planner does not distinguish between asset classes in its projections, Quicken does not project separately the growth of your cash and bond assets in the future. Therefore, the Quicken Retirement Planner cannot give any indication of the projected expense coverage by your safer cash and bond assets.

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* Lawrence Russell and Company is the publisher of The Skilled Investor and the developer of VeriPlan. The Skilled Investor has made an attempt to characterize factually the functionality of both the Quicken Retirement Planner and VeriPlan.

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Investment Portfolio Risk

 

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Investment Risk Software
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No Support Contract Required
No Need To Buy Upgrades, Since All Parameters Are User-Changeable

 

VeriPlan is a Great Product, a Great Deal,
and a Great Help with Your Personal Financial Planning.

Thank You Very Much for Your Order!

 

Note: We mail your VeriPlan CD on the next business day after PayPal has notified us of your order. When your order ships, we will send a shipment notification email to you using the email address supplied by PayPal. VeriPlan is shipped via the USPS, and deliveries typically take 3 to 10 days to arrive.

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Other articles in this category
The Quicken and VeriPlan Lifetime Financial Planners - Comparison Topics Index
Quicken and VeriPlan - A Comparison Introduction and Overview
Quicken and VeriPlan - User Interface and Data Entry Comparison
Quicken and VeriPlan - Projection Graphics and Data Comparison
Quicken and VeriPlan - Inflation Comparison
Quicken and VeriPlan - Navigation Comparison
Quicken and VeriPlan - User Documentation Comparison
Quicken and VeriPlan - Current and Future Debts Comparison
Quicken and VeriPlan - College and Other Education Costs Comparison
Quicken and VeriPlan - Expenses and Savings Comparison
Quicken and VeriPlan - Estate Planning Comparison
Quicken and VeriPlan - Financial Decision Tools Comparison
Quicken and VeriPlan - Home Purchase Planning Comparison
Quicken and VeriPlan - Human Capital Comparison
Quicken and VeriPlan - Income Comparison
Quicken and VeriPlan - Investment Overview Comparison
Quicken and VeriPlan - Asset Classes and Asset Allocation Comparison
Quicken and VeriPlan - Asset Class Returns Comparison
Quicken and VeriPlan - Investment Cost Comparison
Quicken and VeriPlan - Portfolio Rebalancing Comparison
Quicken and VeriPlan - Portfolio Risk Comparison
Quicken and VeriPlan - Portfolio Safety Comparison
Quicken and VeriPlan - Retirement Overview Comparison
Quicken and VeriPlan - A Comparison of Retirement Contributions to Tax-advantaged Retirement Plans
Quicken and VeriPlan - A Comparison of Optimizing Your Tax-Advantaged Retirement Plans over Your Lifecycle
Quicken and VeriPlan - A Comparison of Retirement Income including Social Security Pensions and Annuities
Quicken and VeriPlan - Tax Overview Comparison
Quicken and VeriPlan - A Comparison of Capital Gains Taxes and Asset Tax Basis
Quicken and VeriPlan - Federal State and Local Personal Income Tax Comparison
Quicken and VeriPlan - A Comparison of Tax Filing Status Dependents Adjustments and Deductions
Quicken and VeriPlan - Real Estate and Property Tax Comparison
Quicken and VeriPlan - Systems and Performance Comparison
Quicken and VeriPlan - User Satisfaction Guarantee Comparison
Quicken and VeriPlan - Tutorials Comparison
Quicken and VeriPlan - Product Licensing and Purchase Comparison
Quicken and VeriPlan - Product Obsolescence Comparison




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