This allows the creation of full-blown financial plans with minimal duplication of input, similar user-friendliness, and complete control of most everything, including draw-downs, what-ifs, and printing reports.
Dual RWR is the professional version, and has the most extensive draw-down analysis function available. 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 do.
An "uncensored" how-to money e-book to enlighten you about the mysteries of the financial services, financial planning, estate planning, insurance, banking, and investment industries. SRP is a scaled-down version of RP. These are not for consumers. Created to restore sanity, accurate numbers, and truth in financial goals planning.
Input up to five accounts for each of the following: This money calculator is used for tracking family expenses in normal times, and can also be used to estimate expenses and income needs during disability and retirement.
These money tools were created by folks that actually live and work in your world, not by folks living in an academic ivory tower that have never met and listened to an actual paying client in person.
Get total control over asset allocation and every dollar, and printing instead of being locked into what a software company thinks you should do. Links to much of those are in the left hand column of this page.
It also allows you to input exact figures into manual override columns, to account for estimated future changes in incomes, expenses, Social Security, declining debts like mortgages, etc.
It works great using the "bucket approach" to set up asset accounts according to how they pay out, so you can deplete one investment bucket before tapping another e. This unique financial calculator estimates how much money you can withdraw annually, without running out, considering inflation. Investment software that accurately compares the long-term details of the 27 most-common methods of investing side-by-side apples-to-apples with each other for simple bottom-line evaluation.
You have total control over every dollar in every year. Not for consumers, but these are something every professional in the Fee-Based investment management business should have.
Read enlightening text and get free helpful advice and tips on mutual funds, picking mutual funds, and mutual fund screening. This will help you understand many "financial myths" that have been propagating erroneously for decades.
Net Worth Calculator Balance sheet software: RP is a basic and inexpensive retirement planning calculator that lets you quickly and easily run retirement projections. For example, it performs buy term and invest the difference comparisons BTID.
RWR is very powerful, flexible, and accurate retirement planning software. 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.
If your clients are computer literate, then they can follow simple directions and you can get them back and forth via e-mail. There are detailed instructions for all financial planning software, so anyone with basic Microsoft Excel experience can use them. Now anyone with data can perform their own detailed investment portfolio benchmarking analysis.
Just edit, print, and give to clients or prospects, and it comes back filled out so you can know them well, and then manually input their data into financial plan software. There are also links to free software and information skattered throught-out the site.
Financial planning sales phone scripts and practice management contact letters to help keep your sales funnel full.
Comprehensive Asset Allocation Software: This is a basic marketing must if you practice asset allocation, use portfolio models, or want to start. Forget fancy-shmancy, hard-to-use, full of bugs and meaningless details, and way too expensive IPS tools.
A comprehensive retirement calculator for forecasting k, b, and similar captive retirement plan accounts in great detail. Also you can create your own custom investment portfolios, for a fraction of the cost.
The IFP excels in functionality, power, control, flexibility, accuracy, logic, transparency, reports, and asset draw-down analysis calculators. It also has the same type of money calculator for inherited IRAs.
Consumers and do-it-yourself investors: Most everything investors want to know about managing individual bonds can easily be calculated. Build and maintain your own long-term, low transaction, easy to understand, reduced risk, well-diversified and allocated investment portfolio that matches your investment risk-tolerance.
You can edit them any way you want to fit your practice. Create a retirement plan with the power to simulate any Real World scenario.Studybay is an academic writing service for students: essays, term papers, dissertations and much more!
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