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DIY Personal & Retirement Financial Planning

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

I Want My Treasure Back Please

PIRATES OF THE CREDIT SEA – Part 3: I want my treasure back!! (Please) What are my rights in the situation that I summarized in my previous article: “PIRATES OF THE CREDIT SEA: My Treasure Is Taken!“? Well, the answer is very simple. I have a contractual right to get my treasure back. I also […]

"I do most of my own financial modeling, and I like the way VeriPlan generates “what if” scenarios that I like to compare, such as possibly buying a rental property, selling my house and renting, moving social security retirement age payment timing, and pulling out IRA money after taxes. Plus, I like VeriPlan for its automated projection of detailed investment costs. Thanks for making a great product. It has been a pleasure hearing from you and I read the article you suggested. All the best!"K. W. in Naperville, IL

"I've been using VeriPlan for a few weeks now, and it is everything I was looking for plus a whole lot more of what I didn't even know I needed. By simply switching VeriPlan to a state that does not have a state income tax, I can see how much I could save on traditional IRA distributions in retirement by moving to a state without income taxes. It is a real education in personal finance, and I think just about everyone would benefit from using this tool. I am going to tell everyone I know about VeriPlan. Thank you very much for creating it. Your web sites are great, too."T. H. in Silicon Valley CA