Recent content by maxdouttsp

  1. maxdouttsp

    Spreadsheet templates for tracking year to year

    I am not sure what a spend plan template is. When I googled it, I got a personal monthly budget. That is not what I am looking for. I can see why that may seem scary. This is off topic, but my wife and I have evolved past a written budget. When we were each younger and prior to even...
  2. maxdouttsp

    Spreadsheet templates for tracking year to year

    Yes, I am married.
  3. maxdouttsp

    Spreadsheet templates for tracking year to year

    I am looking for spreadsheet template ideas to use to track my monthly finances and retirement goal. Any links to good templates? I do not want to track my budget, which seems to be 90% of the templates I am finding on google. I am beyond setting up a spreadsheet and tracking how much I spend...
  4. maxdouttsp

    What are the different allocation strategies being followed?

    I would like to know more about the different allocation strategies being followed. Perhaps they have been hashed out before and it will bore oldtimers, but new guys are just being exposed to the ideas and are eager to know group opinions on what to ignore and what may warrant a second, closer...
  5. maxdouttsp

    Last Month's Best Fund Method Strategy

    Re: Last month's best fund method I am interested if anyone has a current excel spreadsheet comparrison of the most popular methods they are willing to share with me. I have collected some data myself. I attached it for review, but I had to delete the majority of daily share prices to meet the...
  6. maxdouttsp

    retirement/financial planning

    I did grant management training with Management Concepts and they appear to be partnered with NITP that Annie suggested. I do not have personal experience with their retirement planning, but the training I have done with them for grants was well done. I had numerous options for classes over...
  7. maxdouttsp

    retirement/financial planning

    oops... I got long winded in my response and just figured out you want to bring someone in for your office, not for just you to attend... ignore what I rambled on about below... I was not impressed with my local federal credit union for their FERS/TSP pitch. Basically a troupe of used car...
  8. maxdouttsp

    Plan early and save the minimum?

    Thank you for the reading material. I am heading to Denver for a conference and this is perfect for the flight and airport. Good luck with your goals. My theory is that most people want to do what were are doing but they never put a real plan together in writing. The trick is to keep at it...
  9. maxdouttsp

    Social Security Strategies

    THANKS! Many things to take into consideration that I was not.
  10. maxdouttsp

    Social Security Strategies

    Clarified response that makes more sense. Use the same spreadsheet. I have not studied Social Security benefits in detail. I approach this from the viewpoint that you have a choice either to take benefits at 62 or 70 and do not need the money to survive. I realize benefits may change year to...
  11. maxdouttsp

    Social Security Strategies

    I am new to the forum and have not studied Social Security benefits in detail. All of those stategies seem fairly complicated and a very detailed spreadsheet would be needed right before you turn 62 to determine the best path if you still wanted to make it complicated. I always seem to do my...
  12. maxdouttsp

    Plan early and save the minimum?

    I was in mutual funds in the past. I was just talking to my dad about making some changes to our portfolio and start to invest in individual stocks. I purchased my first individual stock in 2009 - NASDAQ:FAST and it has really taken off this past year or two. Perhaps time to take some profits...
  13. maxdouttsp

    Plan early and save the minimum?

    My employee benefits statement in Employee Express states I have FEGLI Basic - Federal Employees Group Life Insurance - in the amount of $84,800. My annual premium is $206.70. THANKS!
  14. maxdouttsp

    Plan early and save the minimum?

    I was told that my agency is in the preliminary stages of arranging for Personal Benefit Services of Colorado, Inc. (PBS) to give a course near the office this year (tentatively fall) and to stay tuned. I will attend and encourage my wife to attend with me. THANKS!
  15. maxdouttsp

    Plan early and save the minimum?

    I am just a guy with a spreadsheet. I am open to suggestion from all of you that have achieved the financial independence I desire. I would like to set a goal, perhaps I am setting the bar too high, but then at least I will have options that are of my own choosing, not based on my bank account...
See more
Back
Top