Six Things to Consider Before Accepting the Role of an Executor of an Estate

Being asked to be the executor of an estate is a significant responsibility and an honor. However, it’s crucial to carefully consider several factors before accepting this role. Here are six key things to ponder: 1. Professional Liability If you are already a professional lawyer or financial advisor, consider the potential risk to your practice. […]

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How to Avoid the 5 Biggest Fights Over Death and Legacy

One of the most selfish things a person can do is neglect to plan for those they leave behind after they die. Some people simply don’t care, expressing their indifference through inaction and hoping everything will just work out. However, anyone who has watched court reality TV knows things often don’t work out fine after

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Confronting Denial: 7 Steps to Prepare for a Positive Legacy

Denial is a powerful force in human emotion, often allowing people to maintain harmful habits. Whether it’s smoking, overeating, or indulging in other vices, denial helps people justify their actions. However, there’s one form of denial that is universal: planning for one’s eventual death. If you’ve received a medical diagnosis with a poor prognosis, the

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Budgets Are Not Fad Diets: A Path to Financial Health

Maintaining financial health shares many similarities with maintaining a healthy diet, yet the consequences of straying from a financial plan can be far more significant. When you indulge in something with poor nutritional value, your body often responds quickly, like an upset stomach. While the discomfort is temporary, the taste of that fried fair food

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Estate Planning: Essential Tips for Distributing Assets Fairly and Effectively

When it comes to estate planning, there are several crucial considerations to ensure that your wishes are carried out smoothly and fairly. Here are some key points to keep in mind: 1. Thoughtful Distribution to Children Children can be biological, adopted, or from current or past relationships. When planning to distribute your estate to your

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Embracing Order: 7 Steps to Prevent Chaos and Preserve Your Legacy

The aftermath of death often brings a whirlwind of confusion and disorder, but it doesn’t have to be this way. With some forethought and preparation, you can significantly reduce or even eliminate potential problems. Here are seven simple steps to help you avoid chaos and ensure your legacy remains untarnished. 1. Clearly Document Your Wishes

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7 Crucial Factors to Consider Before Drafting a Trust or Will

Creating a trust or will is a significant step in planning for the future and ensuring your wishes are honored. Here are five crucial factors to consider before drafting these essential documents: 1. Addressing Children of Different Ages and Backgrounds When planning your estate, consider all children involved, whether they are biological, adopted, or from

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10 Reasons Why Digital Accounts for Important Information Are Better Than Paper

In today’s rapidly advancing digital world, managing important information has become more efficient and secure through digital accounts. Here are ten compelling reasons why you should consider digital over paper for your important information: 1. Enhanced Security Digital accounts offer robust security features such as encryption, two-factor authentication, and biometric verification. These measures protect your

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Six Things to Consider Before Asking Someone to Be the Executor of Your Estate

As a professional wealth manager and financial advisor for over three decades, I’ve yet to encounter an Executor who had a completely smooth experience without challenges. Finding someone willing to take on this role again after their first experience is rare. Before asking anyone to be the Executor of your estate, consider these six important

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A spreadsheet for hardcore finance geeks that want to analyze and track past performance of various asset classes. Users of this free template can customize and update for their own personal needs.

Goals

Goals – Our company purpose includes the phrase “dream of a better tomorrow”. Our Goals App works in conjunction with Organizer Planner and Protector desktop suite so users can turns dreams into reality with realistic financial goals. Planning for a wedding, buying a first home, adding to the family with a new child, saving for private education, retiring someday at a comfortable level are all example of financial goal planning. No genie, rubbing an oil lamp or three magical wishes here. Our app is based on the financial facts so users can get a realistic projection of what is needed to achieve a goal. With our integrated software, users will be able to share their goals with loved ones, financial advisors, or other trusted people. Track progress constantly with notifications and other useful support.

Quickly buy a new position for your account groups they do not currently own. Control cash level minimums and buy a target percent of account value. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder. Users can simply adjust within a single account or utilize a customer restricted list to prevent new buys.
We created this program because we needed a quick and easy tool for trimming down bonds positions which is very easy to say but hard to find a simple program. Cross reference existing positions so you don’t oversell. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder.
We created this program because we needed a quick and easy tool for trading bonds which is very easy to say but hard to find a simple program. Cross reference existing positions so you don’t overbuy or oversell. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder.
New cash, new client or whatever the reason, advisors often need a quick method to rebalance a single account and this program will get the job done. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder. Sometimes a trader wants to adjust based on current market conditions and not rebalance to a model.

Quickly trim down existing position. Establish percentage target and current price and the program will do the rest. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder. Users can simply adjust within a single account or utilize a customer restricted list to prevent new sells.

Quickly Buy Equities for clients with existing positions. Control cash level minimums and buy target percent of account value. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder. Users can simply adjust within a single account or utilize a customer restricted list to prevent new buys or sells.
A quick tool to ascertain cash levels as a percentage – sorted from high to low or reverse. A better tool than Schwab for those that want percentage of account value, not just percentage of equity as found on Schwab position page.

A quick and easy trading tool for swapping from one position to another. The perfect tool for harvesting losses while being strategic in allocation. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder.

Rebalance to Model

One of the most popular programs for those traders who like to build models with ETF’s, Stocks, Closed-end funds or a combination. Up to 3 different models can be created with this elegantly complicated but simple trading tool. Easily export one file for Schwab Trading Allocation, a second file is exported to users’ compliance folder. Cross reference against a customer restriction list to reduce potential for trading in select accounts.

Rental Property Investment Calculator

A very powerful tool for investors in the real estate industry trying to calculate profitability on potential property. Many investors don’t truly calculate the costs for their investment and this program attempts to close the gap of financial guessing from reality.

Home Tab – Category headers include Investment, mortgage, Expenses, Income and Profitability at 10 years.

Chart Equity Tab – Illustrated visually the crossover point into breakeven based on data input from Home tab for income and expenses.

Chart When Profitable Tab – – Illustrated visually the crossover point into profitability based on appreciation, net return of profits. Bottom chart shows how many months until profitability.

Amortization Tab – view the math behind the formula results to see how each month tracks.

Depreciation Calculator

Modified Account Cost Recovery System MACRS is the method used for this handy calculator for all those needing to estimate how an asset depreciates over time.

Basis – is the dollar starting point

Depreciating Method – DB-SL is for Declining Balance Single Line

Convention – Time period

Self-Explanatory single page workbook.

Summary Returns Multi-Index

A spreadsheet for hardcore finance geeks that want to analyze and track past performance of various asset classes. Users of this free template can customize and update for their own personal needs.

Credit and Loan Payoff Calculator

Input Tab – Debt can be good or bad but high interest debt is almost always bad. Use the free Asset Planet calculator to itemize all your debt and help identify those that should be paid off first.

Top section of the worksheet establishes the math behind paying off a debt based on time, loan amount and rate. You can choose to payoff the highest rate card first or lowest rate in the drop choice for Payoff strategy.

The bottom section of the worksheet is for listing all your debt and terms.

Schedule Tab – For those who like to see the data results this page will show the schedule payoffs for each debt based on Input choices made on the first tab.

College Planning

College Planning – This app from Asset Planet is a stand-alone breakout from our Goals and Planning module because college planning can be highly complex with many choices. Our software has many advanced nuances and niche features derived from the financial knowledge of our founders. We included this knowledge into specific fields and custom dropdowns to ease the process for each user, so they can get the results they want as fast as possible. One example would be the ability to draft a financial plan where some of the costs are divided in a way that leaves the student with little to no debt, or a targeted manageable number. With our integrated software users will be share their goals with loved ones, financial advisors, or other trusted people. Track progress constantly, with notifications and other useful support.

Social Security

Social Security – A financial calculator that helps estimate the results of various choices facing each social security participant. Updated for current estimates by the US Government our calculator will show various results of different scenarios. For example, choice one might be to take Social Security distributions at the earliest moment while choice two might illustrate the long-term extra income from delaying distribution until later years. A great tool for those planning their retirement and want to have more knowledge to help them decide what choice works best for them. A married couple might have different choices, someone that is sick or injured might have different choices. This app is integrated into our Organizer Planner and Protector desktop suite for powerful integration for users and other people they trust to collaborate.

Income

Loan Payoff Calculator

Loan Payoff Calculator – There is good debt and bad debt, and this is something many financial advisors discuss with client. With Asset Planet, users can help determine what is best for them. Our AI within the Loan Payoff Calculator will first compare your rates and terms with comparable loans and the current savings rates on 10-year US Treasury bonds. If our software AI detects a disconnect between what a user has vs other facts, the user will receive a notification to evaluate better opportunities. For example, a good use of debt might be a home loan, but if the terms of the original loan are high for today’s market, the user will receive a notification with possible opportunities to contact third party financial partners to address their needs. High interest rate credit cards and other short-term, high-rate, non-deductible debt are possible examples of bad debt. Users that want a mathematical method to determine how to pay the debt can utilize the functionality of the Asset Planet Loan Payoff Calculator. This app is integrated into our Organizer Planner and Protector desktop suite for powerful integration for users and other people they trust to collaborate.

Net Worth

Budget

Dine In / Dine Out

Dine In / Dine Out (2 in 1) – Humans need to eat so we are developing an incredible app to help organize and track each person’s favorite ways of eating in or outside their home. Dine In is a super-efficient grocery list that can be shared by family members. Dine Out suggest new places or organizes your favorite foods and places to eat.

Inventory and Collectibles

Inventory & Collectibles (2 in 1) – Embrace OCD and the love of being organized with these two apps. Inventory organizes items in your home, office, storage and other locations in an easy-to-use, detailed process. The Collectibles App covers many types of collections with enough detail to satisfy the pickiest of collectors.

Key Features
  • Organized layout for intuitive data entry
  • Categories and drop downs simplify adding items
  • Specific choices for each item so users get detailed results
  • Search, sort and filter quickly
  • Update inventory and collection value with appreciation or depreciation
  • Share your inventory with friends, family or your professionals
  • Details for value, warranty and other fields are great for insurance purposes
  • Export to CSV file if needed
  • Graphical interface, pleasing to the eye
  • Pictures, videos, and scanned receipts can all be included
  • Auto backup with roll back features to “un-do” a change
  • UPC scanning engine for quick data entry
  • Loan/Borrow module keeps track of item possession
  • Your data is private! Name, location and details are encoded to become a generic number to our staff and others. Your Privacy read more.
  • Why pay for one app that is limited when you can join the Asset Planet platform and get multiple apps for one low price?
  • Earn credits by engaging for feedback and maybe you will qualify for a free subscription and other perks.

Try and buy, safe and secure with no selling of client privacy. Cancel at any time…but you won’t want to because we are going to do everything possible to make you happy with support, new features, fast updates, and listening to users for how to improve! Android or iOS