Приложения разработчика Matt Brandeburg в Android Market

Investment Allocator (v. 3.0)

Matt Brandeburg опубликовал приложение 2012-01-15
(обновлено 2012-01-15)

The “Investment Allocator” presents you with 5 simple questions designed to determine your attitude towards investment risk. Based on your answers to the 5 questions, you will receive a specific recommendation for how much you should have invested in stocks vs fixed income investments. You will also be provided with the typical age group that corresponds to your investment allocation.

“Stocks” include stocks, ETFs, REITs, and mutual funds.

“Fixed income investments” include bonds, Treasury bills, Treasury notes, TIPS, cash, money market funds, and CDs.

Answer the 5 questions every 6 months, or any time you experience a major life event such as marriage, divorce, birth of a child, death of a family member, or job change.

The Pocket Financial Planner (v. 6.0)

Matt Brandeburg опубликовал приложение 2012-01-10
(обновлено 2012-01-10)

The Pocket Financial Planner lets you compare yourself to a series of financial planning benchmarks to identify the strengths and weaknesses of your financial plan. Comparing yourself to these benchmarks will show you what parts of your financial plan are in good working order and what parts need to be overhauled.

Use "The Pocket Financial Planner" to see how close you come to meeting our proven benchmarks for:
- Housing debt
- Consumer debt
- Total debt
- Cash reserve
- Savings rate
- Portfolio size
- Life insurance