The directions have a "link" to get the asset return data from another source but it doesn't work. So, I want to copy and paste from excel the yearly returns of new assets so I don't have to manually enter them. I can't find in the directions how to do this. Can you tell me, please?
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If you have an interest in investing in DFA funds without going through a private advisor, this blog post may be of interest. It doesn't work for me, but might for you.
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If this has been answered, please just direct me to the answer.
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The economics based planning has me setting the assumptions for returns on my regular (taxable) and retirement account investments. My regular accounts are mainly in a Schwab broad stock index ETF plus some individual stocks; I set this category to 7.5 percent.
I have a question about modeling a retirement account. This account is held by one company, and 25% of the total is held in a fund that guarantees around 5%. The remainder is held in a stock fund that fluctuates with various factors.
Hello, I deleted my savings for the first two years of $10,000/year and the .pdf report still shows those amounts as part of the spending. Any way to get the report to reset?
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I have two questions:
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Thanks for the great improvements to ESPlanner!
I've notice what I think are two errors.
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My wife and I are eligible for post-retirement medical benefits arising from her employment. Once we are both on Medicare (at age 65), all of our Part B and other medical insurance premiums will be covered by the (then) former employer's plan.
Since returns for regular assets and retirement accounts are set using nominal rates, does adjusting the inflation rate in a future year reduce the real returns going forward?