Description | .xls | .xlsx | Link to Discussion |
Benefits of Tax Deferral - View | | | Why Bother Making Your Own Decisions? |
Company Financial Analysis | | | Gather Facts |
Track Portfolio Monthly - View | | | Keep Track |
Track Yearly Wealth - View
| | | Keep Track |
Schedule 3 "Capital Gains" for Tax Return - View
| | | Keep Track |
Chart market returns when sorted by Dividend Yield - View | | | Understand Equity |
Compare returns from Dividend vs Growth Portfolios - View | | | Understand Equity |
Predict Bond Price Changes - View
| | | Bond Pricing |
How Long Will Pension Last - View | | | Got Enough To Retire? |
How Much of My Salary Must I Save - View | | | Got Enough To Retire? |
Calculate Safe Withdrawal Rate - View | | | Got Enough To Retire? |
Convert Flat pay to Indexed Math Annuity - View | | | Got Enough To Retire? |
Drawdown RRSP first or last? - View | | | Nitty-Gritty of RRSP |
Deconstruct Benefits of RRSP - View | | | Nitty-Gritty of RRSP |
Invest in RRSP or Outside? - View | | | Nitty-Gritty of RRSP |
Discount the Taxed Account in AA calc | | | Discount the Taxed Account in AA calc? |
Calc Net Present Value of RRSP cost to Taxpayer | | | Nitty-Gritty of RRSP |
US Securities Better in RRSP or Taxable or TFSA? - View | | | RRSP Decisions |
Save in Which Account - RRSP or TFSA? - | | | RRSP Decisions |
Save in Which Account - RRSP or RESP? - | | | RRSP Decisions |
Delay Claiming the RRSP's Tax Deduction when Expecting your Tax Bracket to Rise? - | | | RRSP Decisions |
Choose between Immediate Pay vs Deferred, or Delay purchase of Life Annuity - View | | | Annuity |
2000 Mortality Table for Prescribed Annuities
| | | Annuity |
1971 Mortality Table for Prescribed Annuities - View
| | | Annuity |
Taxable Income for Prescribed and Non-Prescribed Life Annuities - View
| | | Annuity |
Tax Burden on Income, Capital Gains, Dividends - View | | | Capital Gains Taxed at Half Rate - False |
Call Options Decision Metrics - View | | | So You Think You Understand Options ?
|
The Portion of Returns Coming From Dividends - View
| | | Reinvested Dividends Account for 97% of Returns .. FALSE |
RateReset Preferred Share Yield - View
| | | Preferred Shares |
Preferred Share Yield-to-Call - View | | | Preferred Shares |
Calculate a Stock's Beta - View
| | | Risks |
Calculate Bond Duration - View | | | Risks |
Present Value of Growing Perpetuity (dividends) - View | | | Big Picture Strategy |
Calc Return Earned by Real Estate - View
| | | Real Estate |
Return From PayingDown Mortgage - View | | | Real Estate |
Compare Mortgages with differnt Fees using APR - View
| | | Real Estate |
Canadian Monthly Mortgage Amorization - View | | | Real Estate |
Canadian Weekly Mortgage Amortization - View
| | | Real Estate |
Canadian Bi-weekly Mortgage Amortization - View
| | | Real Estate |
Total Returns of stocks with Different Yields - View | | | Evaluating Growth |
Graphs and TimeSeries Financial and Economic Data | | | Many |
Market Data from Shiller | | | None |
Bond Yields - View | | | None |