Excel Tools

To improve the navigation of this site, here’s a directory of Excel tools I have made: Federal Income Tax Calculator Calculates estimated tax liability to within a few bucks, but more importantly computes effective marginal tax rate at any level of income. Debt repayment & Net worth projection tool A tool to visualize the optimal … Read more

Financial Update Jul 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches I watched Lion and really enjoyed it. I had never heard of it before but found out about it through Justwatch, a great streaming filtering tool. Mike Piper, the Oblivious Investor, on why Vanguard’s Target Date Funds don’t use Admiral Shares (link). Moral of the … Read more

Financial Update June 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches I watched “A Man Called Ove” and enjoyed it.  My wife thinks I am Ove; I agree. Life Past month has been crazy. Lots of travel. Little sleep. Hence the abbreviated update without much content. This month’s finances I’m most pleased with the low spending … Read more

Financial Update May 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches Wisdom from Warren Buffett and Bill Gates: Recent: https://www.youtube.com/watch?v=1CCcheNC1sw Older: https://www.youtube.com/watch?v=pmwTqvu8LPA A WSJ reporter shares her infuriating experience of calling her financial advisor to figure out how much she was paying in fees (link). After a series of calls to different people (including company headquarters) … Read more