Documentation:

All of VeriPlan's worksheets provide extensive and readily available documentation. A separate manual about VeriPlan's personal financial management software and investment growth calculator features is not necessary. VeriPlan also includes a ‘Viewpoints’ worksheet, which summarizes the financial planning, personal savings, retirement planning, and investment asset management viewpoints that guided the design and development of the VeriPlan financial software. For other financial planning materials that are not directly related to usability, VeriPlan provides hyperlinks to financial planning and investing articles on The Skilled Investor website and to certain personal finance materials elsewhere on the Internet. These other personal finance materials on the Internet are linked to via The Skilled Investor website, so that up-to-date links can be maintained for you on out website.

VeriPlan Tutorial:

The Sue and Sam Saver Tutorial files help you to understand what the VeriPlan financial software can do for you. The VeriPlan CD also includes an additional, fully modifiable version of the Sue and Sam Saver Tutorial. By using Sue's and Sam's personal financial planning data in this adjustable VeriPlan tutorial file, you can change any value or setting to learn how VeriPlan works.

Unconditional 30-day Satisfaction Guarantee:

VeriPlan is a personal financial planning software application. You need to purchase a legal license to use it. If after installing and using VeriPlan, you find that its financial calculators are not right for you for any reason, then you have 30 days to request a refund of the money that you paid for your VeriPlan license, including any sales taxes.

Systems Platform:

The VeriPlan financial software runs in a standalone configuration. Internet connectivity will augment the financial planning information available to you, but Internet connectivity is not required. To operate, VeriPlan requires a relatively recent and moderately powerful personal computer that runs Microsoft Excel 2002 or later. For example, these are the configurations of two of our test machines that both provide virtually instant (under two seconds) recalculation of more computationally intensive changes to the data in the live VeriPlan version of the Sue and Sam Tutorial. Test PC #1: Dell Precision 220 (mfg. 2000), Intel Pentium III - 798MHz, 256MB of RAM, MS Windows XP Professional 2002-SP2, MS Excel 2002-SP3.  Test PC #2: Dell Inspiron 4150 (mfg. 2002), Pentium 4 – 1.79MHz, 256MB of RAM, MS Windows XP Home Edition-SP2, MS Excel 2002-SP3.

Software License:

The VeriPlan financial software is licensed and is not sold. VeriPlan is only for personal, non-commercial use by one (1) household. When you comply with the end user license agreement, Lawrence Russell and Company grants to you a limited non-commercial, non-exclusive, non-transferable, and non-assignable license, without right to sublicense, for users who are subject to United States federal taxes to use VeriPlan.

License Purchase Information:

The price of one (1) personal, non-commercial end user household license for the currently marketed version of VeriPlan can be found by clicking the hyperlink below. Shipping and handling is free on orders shipped within the United States. International shipping and handling rates for shipments to U.S. taxpayers at international addresses is $15.00. California residents will also pay currently applicable sales tax. Terms of purchase are subject to change without notice at the sole discretion of Lawrence Russell and Company.

For United States Taxpayers Only:

VeriPlan licenses are available for purchase only to personal, non-commercial buyers who are subject to United States federal income taxes. VeriPlan’s financial calculators model current U.S. income tax rates and capital gains tax regulations and limitations. Furthermore, VeriPlan incorporates current U.S. income tax laws regarding tax-advantaged retirement investment accounts, which can significantly affect projected asset values and the order and timing of investment portfolio deposits and withdrawals. Therefore, it would not be appropriate for persons to use VeriPlan, who are subject to other national tax jurisdictions.

<-- Go to part 6 of the VeriPlan Overview

<-- Go to part 1 of the VeriPlan Overview

© Copyright 2005, 2006, or 2007 - Lawrence Russell and Company, All rights reserved worldwide.
The particular year of the copyright will depend upon the year of first publication.

"The Skilled Investor", "Skilled Investor", "VeriPlan", "Personal Finance Software for Your Lifetime", "Do it Yourself Financial Planning", and "Your Personal Financial Lifecycle Planner" are trademarks of Lawrence Russell and Company. All other trademarks and service marks are the properties of their respective owners.

DISCLAIMER: This information is solely for your personal household finance purposes and is subject to the Terms of Use. It does not constitute financial, investment, or retirement planning advice. It is not a solicitation or offer to sell advisory services in any jurisdiction. You should seek professional advice, if you need help with budgeting, savings, investing, asset allocation, or asset management, including help in analyzing calculator returns, discounted cash flow, compound interest growth, return on investment, net present value, future values, net worth, or any other output of our calculators.