VeriPlan Overview Archives - VeriPlan Personal Financial Planning https://www.theskilledinvestor.com/VeriPlan/category/veriplan-overview/ DIY financial and retirement planning Excel calculator software Mon, 03 Aug 2026 01:48:56 +0000 en-US hourly 1 Financial planning Excel worksheet — VeriPlan Annual version enhancements from 2006 through 2026 https://www.theskilledinvestor.com/VeriPlan/1915/veriplan-lifetime-financial-planner/ Mon, 01 Feb 2021 20:16:29 +0000 http://www.myfinancialfreedomplan.com/?p=1915 2026 enhancements to the VeriPlan home DIY Excel financial planning software The annual release has incorporated: 2025 enhancements to the VeriPlan financial planning Excel worksheet software Mid-year update incorporated tax changes associated with the 2025 “OBBBA” Reconciliation Tax Package enacted July 4, 2025. Automated Affordable Care Act (ACA) cost projections, including income-related Premium Tax Credit […]

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]]> A Brief History of VeriPlan https://www.theskilledinvestor.com/VeriPlan/3746/a-brief-history-of-veriplan/ Sat, 01 Feb 2020 23:02:49 +0000 http://www.theskilledinvestor.com/VeriPlan/?p=3746 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 […]

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]]> Comprehensive Retirement Calculator: How to Use the VeriPlan Financial Planner https://www.theskilledinvestor.com/VeriPlan/1817/how-to-use-the-veriplan-comprehensive-retirement-planner/ Tue, 31 Dec 2013 23:44:21 +0000 http://www.myfinancialfreedomplan.com/?p=1817 Developing a Family Financial Plan with the advanced VeriPlan retirement calculator Will we have enough to retire? The best retirement planning calculator will automate this analysis for you. And, it will help you understand the most effective steps that you can take along the way to prepare for a comfortable and long retirement with a […]

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]]> VeriPlan Overview 7: Satisfaction Guarantee, Documentation, and Household License https://www.theskilledinvestor.com/VeriPlan/664/veriplan-documentation-tutorial-and-household-license/ Fri, 11 Oct 2013 01:01:53 +0000 http://www.myfinancialfreedomplan.com/?p=664 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 […]

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]]> VeriPlan Overview 6: Ten Automated Lifetime and Retirement Calculator Tools https://www.theskilledinvestor.com/VeriPlan/654/ten-automated-lifetime-financial-planning-tools/ Fri, 11 Oct 2013 00:45:54 +0000 http://www.myfinancialfreedomplan.com/?p=654 VeriPlan Overview: Part 6 of 7 VeriPlan’s 10 financial planning tools and retirement planning calculators Retirement Planning Calculator Tool: With this retirement planning tool, you can set individual retirement ages for Earners 1 and 2. You can select whether or not to retire simultaneously. You can also adjust your expected ordinary living expense budget in […]

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]]> VeriPlan Overview 5: Federal, State, and Local Tax Projections https://www.theskilledinvestor.com/VeriPlan/646/veriplan-federal-state-and-local-tax-projections/ Fri, 11 Oct 2013 00:30:37 +0000 http://www.myfinancialfreedomplan.com/?p=646 VeriPlan Tax Calculator Overview: Part 5 of 7 The VeriPlan retirement planning calculator automatically projects your lifetime U.S. federal, state, and local taxes With its fully integrated lifetime retirement tax calculator and income tax estimator features, the VeriPlan personal finance software automatically projects your lifetime tax obligations in eight different tax categories. VeriPlan automatically projects […]

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]]> VeriPlan Overview 4: Your Investment Portfolio Projections https://www.theskilledinvestor.com/VeriPlan/633/veriplan-overview-your-investment-portfolio/ Thu, 10 Oct 2013 23:56:56 +0000 http://www.myfinancialfreedomplan.com/?p=633 VeriPlan Retirement Investment Calculator Overview: Part 4 of 7 Your investment portfolio and assets in VeriPlan For each of your current investment portfolio asset holdings, the VeriPlan investment calculator software collects information about your share ownership amounts, values per share, investment costs, account taxability, and expected taxable capital gains distributions. The VeriPlan financial investment calculator […]

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]]> VeriPlan Overview 3: Your Income and Debt Projections https://www.theskilledinvestor.com/VeriPlan/615/veriplan-overview-income-and-debts/ Thu, 10 Oct 2013 23:41:37 +0000 http://www.myfinancialfreedomplan.com/?p=615 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 […]

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]]> VeriPlan Overview 2: Organization and Graphics https://www.theskilledinvestor.com/VeriPlan/584/veriplan-organization-and-graphics/ Thu, 10 Oct 2013 21:38:55 +0000 http://www.myfinancialfreedomplan.com/?p=584 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 […]

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]]> VeriPlan Overview 1: Personal Finance Decisions https://www.theskilledinvestor.com/VeriPlan/554/personal-finance-decisions/ Thu, 10 Oct 2013 20:01:14 +0000 http://www.myfinancialfreedomplan.com/?p=554 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 […]

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