Sentences with phrase «even my planning spreadsheet»

Not exact matches

Financial planning software, or even simple Excel spreadsheets, can be used to determine if the client has enough money saved for retirement, or if the client has enough life insurance coverage, if the client's portfolio is well diversified and appropriately allocated given their risk tolerance and timeline to retirement.

I recommend that you use content planning tools for Facebook and scheduling apps for Instagram, but even a simple Excel spreadsheet will get you started on a path to rocking that content planning process of yours.

We still talk about our overall budget and our plans for the future, but we don't need a spreadsheet in front of us for those conversations (even with Honeyfi, I keep a spreadsheet).

Interest rates and break even point: I attached a spreadsheet to one of the leveraged posts — by changing the interest rate or dividend growth rates you can see the effect on the success of the plan.