When you use your bank account or PayPal balance.
This page lists what you'll need, has some freebies, and offers some inexpensive tools to help get your initial marketing binder up to speed.
The Best Retirement Strategies for Your 20's.
You have total control over every dollar in every year.Sign Up for Free *Exclusions apply.Please visit our, what's New page where I will provide updates, a new price list and new information as it become available.Rental Real Estate Software: This calculates how a rental property (or a portfolio of up to five properties) has really done over its life; or estimate what it probably will.Borrow for your business with affordable business loans.Then you'll learn the basics of how to manage your own money.College Savings Calculator: Calculate how much money is needed to put one, or up to five students at a time, through college.Forget fancy-shmancy, hard-to-use, full of bugs and meaningless details, and way too expensive IPS tools.Check out faster, at any of the millions of sites PayPal is accepted.Calculate how to retire as early as age 50 and avoid pre-age 59 penalties.
Links to much of those are in the left hand column of this page.
Net Worth Calculator (Balance sheet software) : It displays a detailed current snapshot of overall net worth by listing everyone's assets and liabilities, with tables, graphs, and pie charts.They are refined continually to qualify, and get all of the important information needed for basic to advanced financial planning and investment management, and also for input into the highest level of any comprehensive financial planning software.Free: Financial Planning Tips, Investment Advice, Tutorials, Primers, Financial Planner Training, and How to DIY.Investment Policy Statement Template (IPS) : Not for consumers, but a must-have for any investment portfolio manager working with individual clients.Financial Seminar : Not for consumers.Download our free mobile app, questions?Shop 19 million online stores and counting.It treats all of one's investments in one pie, like they should be in the Real World; so you can control, evaluate, discuss, and implement the whole scenario without leaving anything out.See the truth instead of what's always touted in the media.Investment Model Portfolios : Turnkey money management system for small investors that will help take you from nothing to making trades with mutual fund ticker symbols, just by following the directions.If they don't have one, they can sign up for free.
See samples of what you'd get by downloading the free sample financial plan.
When youre on top of your money, life is good.
It calculates both current needs, and how much life insurance is needed every year, up to 75 years into the future.