DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
Early retirement for renters due to investment cost improvements and higher savings rates Improving on Fran and Fred’s lifetime financial plan with earlier retirement Fran and Fred Frugal, both age 30, are a married working couple with $100,000 in combined annual earned income. They want to understand how valuable different personal finance strategies could be […]
Pre-retirement savings rates for renters – with and without investment cost improvements Improving on Fran and Fred’s lifetime financial plan through lower investment costs Fran and Fred Frugal, both age 30, are a married working couple with $100,000 in combined annual earned income. They want to understand how valuable different personal finance strategies could be […]
Lifetime investment assets of renters through investment cost improvements Improving on Fran and Fred’s lifetime financial plan through lower investment costs Fran and Fred Frugal, both age 30, are a married working couple with $100,000 in combined annual earned income. They want to understand how valuable different personal finance strategies could be to their lifetime […]
Retirement savings needs of renters prior to any financial planning improvements Starting to plan with a non-optimal baseline projection Fran and Fred Frugal, both age 30, are a married working couple with $100,000 in combined annual earned income. They want to understand how valuable different personal finance strategies could be to their lifetime finances and […]
PIRATES OF THE CREDIT SEA — Part 5: I write to the President of CitiBank Customer Service My saga to recover my credit card treasure continues. Previous articles have covered the particulars of my situation, and I will not repeat them. In summary, for fifteen years I have always done my best to conform to […]