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Category: Calculators

Dividend model expected return calculator
April 15, 2021Calculators

Calculator: Pure Dividend Growth Stock Return Model

One of the most important inputs into retirement calculators is expected rate of return, and I am still surprised to see so […]

December 30, 2020Calculators

Calculator: Stock Expected Return Based on ROE and Book Value Growth

One of the most important assumptions long-term investors in stocks need to make is their expected rate of return, but I have […]

January 10, 2019October 9, 2019Calculators

DCF Calculator

When valuing a stock, I have to be careful to avoid falling for value traps that seem cheap just because they are […]

Roth IRA Conversion Calculator
October 15, 2018October 15, 2018Calculators

Roth IRA Conversion Calculator

Especially around year end, I often hear the question “Should I do a Roth IRA conversion? What are the long-term benefits of […]

Saving now vs later
October 13, 2018October 13, 2018Calculators

Saving now vs later: Calculating the difference

In an earlier post, I posted a static chart with some calculations on the difference between saving now vs later, and how […]

First in our calculator series is a simple retirement calculator
October 12, 2018Calculators

Simple retirement calculator

As I have often mentioned publicly and in my book, I have long preferred a simple rule of thumb I call the […]

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