DIY Personal & Retirement Financial Planning

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

personal finances

Retirement Savings Needs of Renters Without Financial Planning Improvements

Retirement savings needs of renters prior to any financial planning improvements Starting to plan with a non-optimal baseline projection 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 to their lifetime finances and […]

Comparing the Quicken and VeriPlan Lifetime Financial Planners

Comparing the Quicken and VeriPlan Lifetime Financial Planners The Quicken personal finances organizer application includes the Quicken Retirement Planner, which projects the personal finances of a person or family across a lifetime. VeriPlan is a comprehensive and fully automated personal financial lifecycle planner for individuals and their families. Find Home Financial Planning Software In this […]

Time Spent on the Wrong Financial Activities Is Bad for You

Spending your valuable time on the wrong financial activities is just plain bad for you A previous article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,” suggested that individuals are much better off with a well-considered financial viewpoint. This follow-up article discusses […]

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