financial plans Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

The Kind of Financial Advisor You Need

The kind of financial advisor you need – A Tip from The Skilled Investor Good or bad, financial advisors are expensive. If you need a financial advisor’s help and you carefully select a good financial advisor, the value of the personal finance and investment advice that you receive might easily repay the advisor cost. However, […]

Advisor Costs and Strategies Determine Your Return on their Services

Financial advisor costs and the value of their investment strategies determine your return on investment from these investment advisor services 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 […]

"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 thought I would let you know that VeriPlan was the primary decision support tool in my decision to retire early, which was about 4 years ago now. And it has worked out really well. Since then I got married, and we have traveled to 10 countries -- some on mission trips. I had used the lifetime planners in Microsoft Money and Quicken but they were not robust enough to make a major decision with. In retrospect they are toys compared to VeriPlan. So VeriPlan has been a very big help to me. Also, I recently read your Lowest Cost Mutual Funds book, which was great. It brought a few things to my attention that I need to work on."Email update from T. H. in Silicon Valley