DIY Personal & Retirement Financial Planning

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

investment return

Assess your personal investment return and risk preferences – Step 3 of 10 Financial Planning Steps in the Right Direction

CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION.” Investors with different levels of risk tolerance are more satisfied with investment strategies that are better aligned with their risk preferences. Financial Planning Software for Consumers Differences in investors’ personal risk tolerances mean that more risk-averse […]

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When to Take Social Security Retirement Benefits

When to Take Social Security Retirement Benefits? Concerning when to take Social Security retirement benefits, the Boston College Center for Retirement Research has some research in their publications section that addresses this subject. In particular, see “SHOULD WE RAISE SOCIAL SECURITY’S EARLIEST ELIGIBILITY AGE” by Alicia H. Munnell, Kevin B. Meme, Natalia A. Jivan, and […]

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Make More Optimal Tradeoffs Between Investment Risk and Return

VeriPlan helps you make more optimal decisions about the tradeoffs between investment risk, investment return, and personal savings Too often decisions about risk-adjusted investing and asset allocation are over-simplified with a few questions about your risk tolerance. Typically, this superficial process will be followed quickly by the offer of a canned, off-the-shelf asset allocation scheme […]

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