insurance Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

Insure against risks economically – Step 8 of 10 Financial Planning Steps in the Right Direction

CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Family Financial Planning Software While value, affordability, risk exposure, and risk tolerance should affect insurance purchase decisions, insurance is often sold and purchased emotionally. Yet, insurance premium payments reduce personal funds that might otherwise be available […]

Insurable Risks Could Destroy Your Best Laid Financial Plans

Do not ignore insurable risks that could destroy your best laid financial plans A previous financial article, â€œThe Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,â€ suggested that investors are much better off with a well-considered financial plan. A stable set of financial […]

"I finally had the opportunity to dig into your most recent upgrade. It is amazing how far the product has come since I first interacted with the 2010 edition and the 2016 update shows the large amount of work done to make a major improvement in the product. The property and debt improvement is substantial. The fact it allows for buying and selling analysis of properties prospectively opens the door for using it with a number of primarily real estate oriented clients and I’m looking forward to that. I am also quite pleased to see the inflation rate adjustment with debt repayments. Thank you."Email update from L. M., Senior Investment Advisor in Idaho