financial projection Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

Analyze Multiple Personal Financial Planning Decisions Simultaneously with VeriPlan

VeriPlan allows you to analyze multiple personal financial decisions simultaneously Personal financial and investment decisions are complex, because so many different factors are in play simultaneously. When an integrated financial software application like VeriPlan is developed by people who understand scientific financial projection methods, all these different factors can be measured and automated on a […]

Determine the Savings You Need for Your Lifetime Financial Goals

You cannot invest without savings. How much savings are enough? … too little? … too much? Currently, the U.S. is experiencing a savings crisis. The net personal savings rate is zero or slightly negative, despite a healthy and growing economy. This situation is a prescription for millions upon millions of future personal financial disasters. (See: […]

"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