ProjectionLab Review – Financial Planning Software

ProjectionLab is a financial simulator that will help you work out the mechanics of financial planning. It enables you to enter your current financial profile and future projections, then determine when you’ll reach your goals. But it does more than that. It allows you to change inputs and assumptions to account for contingencies and changes…

A List of Low Cost Financial Advisors (Say NO to 1% Advisors)

Investment advisors charging one percent of the investments they manage for you is the industry norm. Many charge more than that. Not sure how fees may affect your wealth over time, then check out this report. In an effort keep more of your money in your pocket, I’ve created this list of low cost financial…

9 Best Investment Tracking Apps

The ideal investment tracking app makes managing investments a breeze. Investment apps can track not only the portfolio’s performance, but also its fees, asset allocation and projected future growth. What follows are the best investment tracking apps based on numerous factors, including cost, features and ease of use. Summary of Best Investment Tracking Apps Personal…

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The 7 Levels of Financial Freedom

The Financial Independence, Retire Early (FIRE) movement has underscored the power of financial freedom. It’s the central theme in my book, Retire Before Mom and Dad. Indeed, financial freedom is the guiding principle of how I manage money. While financial freedom sounds good, however, many see it as a destination that’s at best 30 or…

How to Invest $1 Million | A Step-by-Step Guide to Investing a Windfall

How to Invest $1 Million | A Step-by-Step Guide to Investing a Windfall

Investing $100 a month is simple. Many use one or more low cost index funds. So why does investing $1 million or more seem to require a more complex portfolio? In short, it doesn’t. In this article I talk about how to invest large sums of money. I’ll share my own personal experience of investing…