personal finance - All Posts with this Tag

Net Worth Scenario Tool - Header Image

Net Worth Scenario Tool (A Tale of Two Paths…)

An interactive web tool to chart out your net worth over time under different scenarios. Use this calculator for quick and easy projections. Continue reading»

Retirement Date Forecasting Tool

How much money do I need to retire? How long will it take me to get there? How much will I need to save and how do my investments need to perform? This tool will help you understand all of the above. Continue reading»

Budget Tracking Tool (free spreadsheet template)

Keeping track of your budget (how much you make and how much you spend) is the most important step towards taking control of your financial well-being. Get access to a simple tool to track and visualize your budget here. Continue reading»

Rent versus buy - header image

The Soft Side of the Rent versus Buy Equation

Life isn't all dollars and cents, and neither is the decision to rent or buy your home. Here's a checklist of non-financial factors to consider once you've crunched the numbers. Continue reading»

Rent versus Buy Calculator

The decision to rent or buy your home is one of the biggest that we make in our lives. This tool will help you choose a path that makes sense financially. Continue reading»