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