DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
Everyone has similar, yet distinct, financial planning needs regarding their families’ financial futures. While more wealthy people (think millions of dollars) have greater complexity to their financial affairs (caused largely by our incredibly convoluted U.S. personal tax codes), everyone needs sophisticated financial lifecycle planning. Whether wealthy or not yet wealthy, families need a personalized way […]
Your financial planning and investing strategies should have a scientific basis A previous article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,” suggested that individuals are much better off with a well-considered financial viewpoint. A stable set of financial beliefs can help […]
How expensive is financial advisor compensation paid via sales loads? A sales load might be the method that you prefer to compensate your broker or advisor. If your advisor is truly competent and ethical, he may be able to manage properly the inherent conflicts of interest that are associated with commissioned investment product sales. Even […]
Tax-advantaged investing is very good for most people at most times A previous article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,†suggested that individuals are much better off with a well-considered financial viewpoint. A stable set of financial beliefs can help […]
VeriPlan is designed to help you pursue scientifically based financial planning strategies VeriPlan offers you unprecedented direct control to perform your own automated personal financial planning. VeriPlan’s functionality also implements the principles of scientific finance. VeriPlan’s internal documentation and its links to information on the web help you to understand scientifically based personal financial planning […]