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eFinPlan

Articles that mention "eFinPlan"

How To Get A Free Financial Checkup

How can you tell if you’re financially on track or not? Unless you find yourself in one of the extremes, you’re probably wondering that right now. To get the answer, some people spend a lot of time learning and some simply hire a financial planner. However, there is an alternative that you may have not [...]

Weekend Reading: July 13, 2008

News and Highlights

Brip Blap – I’d like to congratulate Steve at Brip Blap. His blog just reach the 1 year anniversary milestone — a fantastic accomplishment.
eFinPLAN — I will announce the winner of 1-year eFinPLAN financial planning software subscription giveaway on July 15th. To enter, please subscribe to my blog via RSS feed or email [...]

June 2008 Site and Net Worth Review (-7.23%)

Net Worth Review
Wow, June was a terrible month for stock investors. Bad economy, Midwest flood, inflation, high oil price, among other factors added up to an -8.6% drop for the S&P500 — from 1400.38 to 1280.00! According to NetworthIQ, my net worth went down -3.04% — mostly due to my retirement and stock investments, and [...]

Weekend Reading: June 29, 2008

News and Highlights
At Moolanomy

eFinPLAN — Last week, I announced a 1-year eFinPLAN financial planning software subscription giveaway. To enter, please subscribe to my blog via RSS feed or email subscription to get the secret code. By the way, I am working with Kent to bring free trail to everyone.
Looking for a new credit card? — [...]

eFinPLAN Financial Planning Software Giveaway ($98 value)

eFinPLAN is an online financial planning software that I have been using for the past few months. If you are interested in a review, you can check out my eFinPLAN Financial Planning Software Review. Over the next few days, I’ll be doing a review of the resulting financial plan produced by eFinPLAN so you can [...]

Making Progress Toward Buying Our Life Insurance

A while ago, I met with an insurance sales agent and discussed life insurance coverage for my wife and I. Three months later and I am still looking — I am a little slow making these big financial decisions. Also, I am not rushing because I already have a $560,000 term life insurance policy through [...]

eFinPLAN Online Financial Planning Software Review

Kent Irwin, who recently wrote a guest article: Is Suze Orman Right, Can You Be Your Own Financial Planner?, sent me a free license to use his eFinPLAN online financial planning software. In this post, I am going to provide you with my initial experience, and I will follow up with a second post to [...]

7 Money Management Tips for Seniors

Many of us are working toward a comfortable retirement so that we can relax and enjoy our golden years. Money experts often give advice on how to reduce debt and retire early, yet they overlook the people who have already reached retirement age. There are plenty of seniors who are still in need of some [...]

Is Suze Orman Right, Can You Be Your Own Financial Planner?

This is a guest post by Kent E. Irwin.
If you watch Suze Orman’s TV programs you will hear her comment that people can be their own financial planner. Before I answer this question, I think I need to clarify what type of financial planner I believe Ms. Orman is referring to.
There are several types [...]

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