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Portfolio Back Test: https://www.portfoliovisualizer.com/analysis
Calculators: Retirement, How long will my money last, Etc. https://www.saving.org
Compound calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
Sector Performance: https://www.barchart.com/stocks/market-performance
https://novelinvestor.com/sector-performance/
Fund overlap: https://www.etfrc.com/index.php
Can you add to my list?
Here’s another site I find useful:
https://www.jacksonhewitt.com/tax-tools/tax-refund-calculators/
This income tax estimator used to be on the bankrate site, but it has moved here. I find it useful in tax planning before or instead of doing a trial return. I usually print and/or save a pdf for later reference.
A couple to add to the list:
PaulMerriman.com which contains a wealth of information based on historical market data. The foundation places an emphasis on education and ‘staying the course’.
awealthofcommonsense.com I enjoy because Ben Carlson, like Jonathan Clemens, is a truth teller and he also brings a younger perspective.
I’m not a fan of Monte Carlo modeling or retirement calculators. I feel they build a false sense of security while providing little actionable information.
Without a functioning crystal ball, and having plenty of evidence that “black swans” can reproduce like rabbits, it seems best to study market history and plan conservatively, adding margin for surprises at every variable in the plan. On top of that, it helps to have some extra “air bag” savings for surprise expenses or extreme events.
I started with dinkytown.net over 28 years ago and although you need to be careful with your assumptions, it offers a wide variety of calculators for not only retirement but also living before retirement with many expenses. Jim
I like this site for lots of different calculators: calculator.net
This one helps you determine how much your Social Security will be taxed:
https://www.annuityadvantage.com/calculator/social-security-taxable-benefits-calculator/
This one is great for evaluating different withdrawals strategies: FICalc.app
Hi All. I use Fidelity fidelity.com or Vanguard https://investor.vanguard.com/
I have been utilizing these websites since the late 1980’s, and they have clearly improved their retirement and other savings information over these many years. If you interested I believe in not putting your eggs in one basket, even for my finances. I split my investments with about 50% in each. Good savings to all of you.
Here’s one of my favorite calculators: Rich, Broke, or Dead
https://engaging-data.com/will-money-last-retire-early/
You can customize to add extra income (SS or pension) or future expenses. You can toggle off the ‘death’ wedge, but I like to leave it. It’s a good reminder that the future is uncertain…
These sites are fantastic! (The superlative might be the second cup of coffee talking.) I’m excited to start spending some time on these. Thank you to all of the contributors!
https://www.aarp.org/money/taxes/1040-tax-calculator/
Helps with tax simulations which i personally found to be very useful.
If you like to analyze, run simulations, compare, and good articles
https://portfoliocharts.com/
A very deep dive into specific numbers that are of interest to the website owner …
https://wolfstreet.com/
Sensible with a youthful vibe:
https://ofdollarsanddata.com/
I find this site: https://www.advisorperspectives.com/ to be of value.
Every day it posts a half-dozen or so opinions by industry professionals. As we all know, no one knows the future yet everyone has an opinion on it. So, on the same day I can read “qualified” opinion pieces that say we are going into a recession/growth period or, (conversely?) into a growth/recession period.
So, it keeps me grounded in the only thing that is 100% certain in the market – no one knows. I think it keeps me from doing stupid things. (Well, I still do stupid things, just perhaps not AS stupid).
https://opensocialsecurity.com/
This one really lets you see the affect of different choices in taking SS, even lets you model what happens if they need to cut benefits in 2034. Unlike a lot of the here’s your dates sites, Mr Piper provides a graph so that you can see the impact of different choices.
This way, if you know you want to do some Roth conversions, what is the cost of delaying the start a year or 2? What if you want to start early, what’s the real present value difference.
https://tpawplanner.com
I like this site because it’s attempting to create a more robust version of the most recent safe withdrawal research. It’s a work in progress, but just the same, it’s an interesting different view of how to think about retirement spending.
https://humbledollar.com – good community, articles, guide, etc.
Mine is Morningstar which to people that read my posts I’m sure does not come as a surprise:
https://search.app/rMLstLkRrK29SCF17
The website is a gold mine of investing information and tools.