VeriPlan Overview

2025 enhancements to the VeriPlan financial planning Excel worksheet software Implements all normal annual release updates, including: 2024 enhancements to the VeriPlan financial planning Excel worksheet software The 2024 version of the VeriPlan DIY home financial planning spreadsheet software: 1) Plan for over age 70 Qualified Charitable Distributions from traditional IRA accounts 2) Integrates a […]

A Brief History of VeriPlan * Under development since 2003 * Core functionality has been complete and robust since 2006 * First released for software licensing by the general public in 2006 * Annual enhancement releases that update tax and investment information since 2007 * Parameters have always been user updatable, so that upgrade purchases […]

VeriPlan Overview: Part 7 of 7 VeriPlan financial software satisfaction guarantee, licensing, documentation, and system platform information 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, because all necessary instructions are in the software where you need […]

VeriPlan Overview: Part 3 of 7 Your income and debts in VeriPlan The VeriPlan financial planning software with its wide variety of fully integrated financial calculators and investment calculators uses your inputs about your financial situation and investment portfolio to develop your current projection baseline. VeriPlan collects the following personal financial information: Your Initial Ages: VeriPlan […]

VeriPlan Overview: Part 2 of 7 A well-organized lifetime financial planning application with extensive color graphics Organization: The VeriPlan personal finance software provides thirty-four user accessible worksheets organized into groups that have the same colored tabs. VeriPlan provides extensive internal and external hyper-linking to help you to get around quickly. VeriPlan’s primary worksheet groupings and […]

VeriPlan Overview: Part 1 of 7 Improving personal finance decisions with VeriPlan VeriPlan gives you significant personal insight into your most important personal finance and investment portfolio decisions. Through comprehensive and customized lifetime projections, VeriPlan’s integrated financial calculators and investment calculators model your particular financial situation across your adult lifetime. VeriPlan projects fully integrated scenarios about […]