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Retirement Investment Calculator

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Project your lifetime investment assets using a sophisticated, do-it-yourself retirement investment calculator VeriPlan’s lifetime compound investment calculator retirement software develops customized scenarios that are based on your current personal financial situation and on your goals and objectives for the future. VeriPlan is a sophisticated and fully integrated future value investment calculator that automatically projects the [...]

Investment Risk and Return

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Lifetime trade-offs between investment portfolio risk and investment returns When making personal finance and retirement planning decisions, individuals must confront the dilemma that, historically, more conservative portfolio investments have yielded substantially lower investment returns than the returns that riskier investments have delivered. With either lower or higher risk-adjusted market return strategies, you simply cannot have [...]

Asset Allocation Calculator

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Understand how your lifetime investment asset allocation strategy would affect the growth of your financial asset portfolio Your tolerance for investment risk is a relative concept — rather than an absolute concept. Your tolerance for investment risk is relative to the investment risk tolerance of all other investors. Few people like investment risk, but some [...]

Stock Asset Allocation

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Project the value of your stock and equity assets across your lifetime To develop your investment growth projections, VeriPlan’s stock investment calculator software allows you can enter as many as 99 separate stock and equity asset holdings. For each of your current stock and equity holdings, you can also enter your investment portfolio costs and [...]

Lifetime Investment Fees

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Use a long term investment calculator to understand the lifetime costs of excessive investment fees High mutual fund fees and other excessive investment fees are huge problems for the average individual investor. These excessive investment fees are the major factor that undermines the financial welfare of millions of Americans. The potential value of your investment [...]

VeriPlan Overview 4: Your Investment Portfolio Projections

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VeriPlan Retirement Investment Calculator Overview: Part 4 of 7 Your investment portfolio and assets in VeriPlan For each of your current investment portfolio asset holdings, the VeriPlan investment calculator software collects information about your share ownership amounts, values per share, investment costs, account taxability, and expected taxable capital gains distributions. The VeriPlan financial investment calculator [...]

Investment Risk Tolerance Questionnaire

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Investors with different appetites for investment risk tolerance are more satisfied with investment portfolio risk exposures that are more in line with their ability to cope with investment financial risk and rewards. Investors who are more risk-averse are more satisfied with a less risky investment asset allocation – regardless of lower expected investment returns or [...]

Measure Your Investment Portfolio Diversification

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Gauge the level of your portfolio’s overall diversification with this free on-line tool Whenever you invest in multiple mutual funds and ETFs, you may wonder how broadly and appropriately diversified your aggregate portfolio might be. Have your investment holdings and mutual funds that you have chosen increased the global diversification of your personal financial asset [...]

Best Investment Strategy

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Personal investing seems incredibly complex, but the best investment strategy also tends to be a more simple investment strategy The complexity of personal investment management is driven by the nature of investing in securities that have uncertain and unknowable future values. Nobody — amateur or professional — has a working crystal ball that can predict [...]

Guard Your Credit from Financial Identity Theft

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Guard Your Credit in the Event of Financial Identity Theft Without becoming a victim of identity theft, you can get a free credit report from each of the three credit reporting agencies once a year. Federal law requires the three major credit reporting agencies to provide these free reports annually. To satisfy their obligations, Equifax, [...]

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