VeriPlan Personal Financial Planning
DIY financial and retirement planning Excel calculator software
Long-term U.S. cash, bond, and stock asset class compounded returns Many investors would like to have a better understanding of long-term historical investment returns, so that they can have a more realistic understanding of what investment returns might be in the future. This article informs interested investors about historical inflationary and real dollar returns for […]
VeriPlan helps you to learn about scientifically valid personal financial planning and investment portfolio management practices Personal finance and investing can be baffling. You can try to learn what works and what does not work from the media or from the financial services industry, but this effort is largely futile. The media reports the financial […]
VeriPlan’s investment growth calculator helps you to project the size of your estate in future years Your investment portfolio and other property assets are simply your evolving estate. These valuable assets could become your estate at any time. As you proceed through life and become more successful financially, you need to monitor the size and trajectory […]
Project your lifetime investment assets using a sophisticated, do-it-yourself retirement investment calculator VeriPlan’s lifetime compound investment calculator retirement software develops customized scenarios that are based on your current personal financial situation and on your goals and objectives for the future. VeriPlan is a sophisticated and fully integrated future value investment calculator that automatically projects the […]
Lifetime trade-offs between investment portfolio risk and investment returns When making personal finance and retirement planning decisions, individuals must confront the dilemma that, historically, more conservative portfolio investments have yielded substantially lower investment returns than the returns that riskier investments have delivered. With either lower or higher risk-adjusted market return strategies, you simply cannot have […]
Understand how your lifetime investment asset allocation strategy would affect the growth of your financial asset portfolio Your tolerance for investment risk is a relative concept — rather than an absolute concept. Your tolerance for investment risk is relative to the investment risk tolerance of all other investors. Few people like investment risk, but some […]
Project the value of your stock and equity assets across your lifetime To develop your investment growth projections, VeriPlan’s stock investment calculator software allows you can enter as many as 99 separate stock and equity asset holdings. For each of your current stock and equity holdings, you can also enter your investment portfolio costs and […]
Use the best bond investment calculator to understand the projected value of your bond and fixed income assets across your lifetime To develop your lifetime and retirement calculator projections using VeriPlan’s compound investment calculator software, you can enter as many as 24 separate bond and fixed income asset holdings. For each of your current bond […]
VeriPlan’s investment growth calculator helps you to understand the projected value of your cash assets across your lifetime To develop your lifetime projections, the VeriPlan compound investment calculator allows you to enter as many as 24 separate cash and cash equivalent asset holdings. For each of your current cash holding in your investment portfolio, you […]
Use a long term investment calculator to understand the lifetime costs of excessive investment fees High mutual fund fees and other excessive investment fees are huge problems for the average individual investor. These excessive investment fees are the major factor that undermines the financial welfare of millions of Americans. The potential value of your investment […]