DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

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Own Investment Mutual Funds and ETFs – Not Individual Securities

Own Investment Mutual Funds and ETFs – Not Individual Securities Owning individual stock and bond securities is just a big waste of your valuable time and money Individual investors tend to be terrible investment portfolio managers. Almost everyone can hire an index fund manager to do a much better job for far less time, money, […]

Build Investment Asset Buffers to Protect Yourself from Market Volatility

Build Investment Asset Buffers to Protect Yourself from Market Volatility You may be just as nervous as the next person is about investment risk. However, the coverage of your future expenses by your accumulated assets will determine whether you can actually manage, when risk really happens. Family Financial Planning Software for Home Use A previous […]

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