loan balance Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

I Want My Treasure Back Please

PIRATES OF THE CREDIT SEA – Part 3: I want my treasure back!! (Please) What are my rights in the situation that I summarized in my previous article: “PIRATES OF THE CREDIT SEA: My Treasure Is Taken!“? Well, the answer is very simple. I have a contractual right to get my treasure back. I also […]

"VeriPlan has been a very flexible home financial planning tool. It took me a few hours on a weekend to understand what VeriPlan could do and to enter our financial data. Our family financial affairs were scattered all over, and we lacked a comprehensive picture of what the future might hold for us. I wanted a clear understanding of our projected lifetime and retirement income, expenses, taxes, debts, real estate, financial assets, college investments, retirement investments, and everything else all together."S. L. in Altadena, CA

"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 finally had the opportunity to dig into your most recent upgrade. It is amazing how far the product has come since I first interacted with the 2010 edition and the 2016 update shows the large amount of work done to make a major improvement in the product. The property and debt improvement is substantial. The fact it allows for buying and selling analysis of properties prospectively opens the door for using it with a number of primarily real estate oriented clients and I’m looking forward to that. I am also quite pleased to see the inflation rate adjustment with debt repayments. Thank you."Email update from L. M., Senior Investment Advisor in Idaho