Portfolio Management Software – Portfolio Accounting Lab (Review) A Windows-based application focused on Research, Reports, Charts for Portfolio Accounting and Portfolio Tracking. Support friendly transaction import and powerful analysis and research. This investment software program is still in beta though I been using the program for nearly two years, maybe longer. Still available free as [...]
Browsing Posts published in July, 2010
Net Worth Projections – Financial Plan Sample Financial Plan – use to follow along with my description below. Net Worth Projections statement is used to forecast your financial health into the future, in the case of the provided example, a period of six years. Taking your net worth data add a growth rate to the [...]
New passport fees for the U.S. Passport Book The new passport fees went into effect July 13, 2010 and have increase overall the cost of a passport by an additional $35 dollars. For first time applicants age 16 or older the cost is now $110 plus $25 processing fee. Renewals will now set you back [...]
Saving Money With Hulu for TV & Movie Viewing Hulu.com Over the past couple of years watching television has gotten better and certainly far more cheaper with the introduction of Hulu.com the internet based website that offers television shows and movies. Up until July 2010 it had been free to US consumers now Hulu has an [...]
Cash Flow (budget) Statement – Financial Plan Sample Financial Plan – use to follow along with my description below. Extremely important part of creating a financial plan. More detail the better as you begin listing your monthly and irregular expenses for the up coming year. Start by listing all your income from all sources including [...]
DFI Wealth Management Website This post will review my business website and what financial planning topics are covered. I decided to change my focus on my website from providing a website that was service focused to more financial information focused. Financial Planning Topics The website is divided into several categories Financial Planning, Business Planning, Business [...]
Net worth Statement in a Financial Plan Sample Financial Plan – use the provided financial plan to follow along as I describe each of the sections of a financial plan. We begin the financial plan with a net worth statement which reflects a person or family’s assets and liabilities. To arrive at the net worth [...]
Creating a Financial Plan Sample Financial Plan What is a financial plan? Simply it’s a blueprint of where you are today financially and where you are heading in the future. What type of information/data is contained in a financial plan? Net worth Statement, Cash Flow Statement, Retirement Projections, Tax Planning, Estate Planning, Post Retirement Planning [...]
Mortgage Acceleration – Pay off your mortgage in fewer years One strategy over the years has been to prepay an amount every month in addition to your monthly mortgage payment. That amount could be a fixed amount or increased over time as your balance decreased. Another method was to create an amortization table for the [...]
AffiloJetpack – Internet Marketing (easest way to get started) Click on the above banner for further information including a free video and eBook on starting your own internet business. AffiloJetpack Internet Marketing What is AffiloJetpack – a collection of ready to launch websites of high quality and full of great content covering five to ten [...]
