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A friend asked me this question: "I currently have an asset allocation of 60% equity and 40% fixed income. My retirement is many years away. Why can't I continue to hold 60% equity after retirement too? In fact, all my life?". Since the answer is not a simple "yes" or "no" and since it can illustrate certain aspects of reviewing the strength of a retirement corpus before or after retirement, let us discuss this with the aid of an example. read more

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Here is a short video of how I track my financial goals - progress to early retirement and my son's education. I have also linked two add-ons - a PPF tracker and advanced retirement calculator that can be inserted into the freefincal automated mutual fund and financial goal tracker.

Announcement: You Can Be Rich Too With Goal Based Investing is now 30% OFF at Amazon (hardcover ₹ 278) and at Flipkart . The Kindle edition(you can use the free app to read it). is available for only ₹90.74.  The Google Play Store edition (read on PC/Tab/mobile) is also available for the same price. Grab them before the offer ends! read more

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Here is version 3 of a Google spreadsheet that allows you to track mutual funds and stocks and map them to different financial goals. This is entirely developed by friends. Version 1 was by Guhan Ramanan. Version 2 by Amol Wable and now version 3 by V Muthu Krishnan.

Before we begin, You Can Be Rich Too With Goal Based Investing is now 30% OFF at Amazon (hardcover ₹ 278) and at Flipkart . The Kindle edition(you can use the free app to read it). is available for only ₹90.74.  The Google Play Store edition (read on PC/Tab/mobile) is also available for the same price. Grab them before the offer ends! read more

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Here is a 35-second animation of the gain or loss in my retirement portfolio from June 19, 2008, to May 25th, 2017. I made this for Kolkata DIY Investor Meet Today (few tickets available, you can pay at the venue). This is an update to The rise and fall of my retirement corpus.

Before we begin, You Can Be Rich Too With Goal Based Investing is now 30% OFF at Amazon (hardcover ₹ 278) and at Flipkart . The Kindle edition(you can use the free app to read it). is available for only ₹90.74.  The Google Play Store edition (read on PC/Tab/mobile) is also available for the same price. Grab them before the offer ends! read more

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Here is a set of easy to use online retirement calculators created by Arunram, a certified financial risk management professional. Arun had pointed out a bug in my FU Money Calculator and shared this set of tools over email. We also met at the Delhi DIY meet last month. I requested him to share this on freefincal and he readily agreed.  The DIY community thrives on such meaningful contributions from intelligent investors and professionals. read more