financial planning software for individuals

Financial planning software for individuals how to#

Viviplan is an online platform providing unbiased comprehensive planning at an affordable price. So, when Rona Birenbaum of Caring for Clients told me about her separate company, Viviplan, I was happy to take it for a spin. But now that Ruth has decided to step down when she turns 65 next summer, the financial planning rubber is starting to hit the road. Still, as long as my good wife (one year my junior) was holding down a full-time job, much of this planning was largely a theoretical exercise. Both programs certainly helped guide our family’s thinking, especially in planning for the varying expenses of the go-go years, the slow-go and ultimately the no-go years. I have previously written about my experience with Dahmer’s Retirement Navigator and BetterMoney as well as Ian Moyer’s Cascades. I’ve also described this in my book Findependence Day as “work because you want to, not because you have to.” As we noted earlier this year when I wrote about starting to collect Old Age Security at age 65, I am now at what Retirement Navigator creator Doug Dahmer dubs the “work optional” stage. The Historical performance may not be sustained in the future and thus we cannot assure that the future performance of any specific investment product or strategy will be profitable, equal to any corresponding indicated historical performance level.Over the past year, as I experiment with semi-retirement, I’ve been putting a few retirement planning programs through their paces. You should not construe any information provided under Recipe by Finology as personalized investment advice. Different types of financial products involve varying degrees of risk and need to be aligned with your personal financial situation and/or investment objectives in consultation with an investment advisor. The content on this sub-domain should not be construed to be an advertisement or solicitation for buying or selling of any securities or investment products.

Any of Finology’s offerings in this sub-domain are not a substitute for investment advice. The user should obtain independent investment advice before making any investment decision on the basis of the chef's special banner or on the basis of research and reports under the research reports or investment insights section. Our effort is to offer accurate and unbiased opinions. The research reports, articles or other contents in the research reports and investment insights section are for research, information, and educational purposes only. The details, reports and insights under the chef’s special tab/section in any of the webpage are not tailor-made and also not based on any profiling of the user, and it is purely on the basis of the research analysis done for a particular asset class, investment products or securities. Recipe by Finology it is not an investment advisory product nor does it provide any investment advice. and is not an advertisement or solicitation for buying or selling of any securities or investment products.

Financial planning software for individuals how to#

Further, the free forever tool prosperity ingredients and financial X-ray are the user’s input-based suggestions on how to fix some identified problems where the information given to the user is limited to how much more the user needs to save, invest, spend etc. The free forever tools like financial appetite, and goal planner do not give any financial strategy to achieve those goals and it only provides insight, based on your brief information. The User agrees that he uses the platform at his own risk and Recipe by Finology will not be responsible for any loss or damage incurred by him due to the use of this service or inability to use it for any reason beyond the control of the website or the company. Recipe by Finology does not assure that the service is/will be accurate, complete, reliable, suitable, and free from any virus or interruption. However, we do not guarantee that this will be the case in all situations. We have tried our best to ensure that the results presented by our tools are correct and reflect accurate calculations based on user input. LIC Complex, Jeevan Bima Marg & Pandri Road, Devendra Nagar, Raipur, Chhattisgarh, 492004. Principal Officer : Aditya Agrawal | Email : | Phone : 99816-91677 SEBI Local Office : Ltd, 3rd Floor, City Centre Mall, Raipur, Chattisgarh, 492001

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