DIY Personal & Retirement Financial Planning

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

financial plan

Early Retirement for Renters through Investment Cost Reductions

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 […]

Your Valuable Assets Are Simply Your Evolving Estate

Your investment portfolio and other property assets are simply your evolving estate A previous financial article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,” suggested that investors are much better off with a well-considered financial plan. A stable set of financial beliefs […]

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