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Category: Free Finance Tools

The Valuist Financial Independence and Retirement (F.I.R.E) FREE Calculator Tool

August 27, 2020 Jake Free Finance Tools, Money Management, Retirement Investing

There are numerous ways to calculate how much money you’ll need to save to retire comfortably but perhaps the easiest method, is to first determine how much you plan to

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Best Free Budgeting and Networth Tracking

The Best Free Budgeting and Net Worth Tracking Spreadsheet

May 4, 2020 Jake Free Finance Tools, Money Management

There are many great ways to manage your personal finances but as your income increases, tracking income and spending becomes increasingly complicated. Thus, the Valuist Best Free Budgeting and Net Worth Tracking Spreadsheet was born. I get so much value out of this tool that I wanted to provide it, for free, to all new subscribers

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asset allocation basket

The Best Free Asset Allocation Spreadsheet

January 27, 2020 Jake Free Finance Tools

If you enjoyed: The Best Free Investment Tracking Spreadsheet, you’re going to love this asset allocation spreadsheet add-on! This spreadsheet utilizes information from the investment tracker (and/or new entries) to provide

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The Best Free Investment Tracking Spreadsheet

January 18, 2020 Jake Free Finance Tools

Investing for your retirement is as complex as you make it. The process of buying, holding and re-balancing your portfolio may seem like a daunting prospect for many. For others,

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