|
Background You should know that the strategic modeling tool described below was an invention circa 2005-2007. Three seasoned authors, each with extensive experience (I.T. execs, networks, science, strategy, math, financial), developed a web-based tool out of an interest to acquire an unvarnished strategic view of personal finance. The inventors saw the critical need to come up with a work of art to address the question - "(when) can I retire?" - outside the aegis of the financial services industry. The cyclic nature of work & leisure The authors have since long gone on with their lives. A benefit of knowing one's strategic financial picture is to avoid being constantly consumed with personal finance questions, concerns & piecemeal non-contextual advice. Periodically, the authors have turned their R&D focus to the pursuit of enhancing life style by building add-ons to the original product. As full- or semi-retirees, extensions will be gated by: the authors' self-interest to take an ambiguous, abstract problem; solution creativity; ability to apply enabling I.T. tools; ironically, a sense to "unretire" in a pursuit to better manage & control a lifetime work-leisure balance. If you are curious about what you see on this web-page, please contact us by Registering and we will be get back to you. |
|
These and similar questions are on the minds of many today, particularly tens of millions of Baby Boomers. Using both a tool & consultative approach, we are here to assist with Independence
|
FinancialMedic created a system to give middle America access to a comprehensive projection tool that provides a fully integrated view of your financial future, including domains: Investments, Real Estate, Health, Taxes, Insurance, Income & Expenses, Debt, Social Security/Pensions. About Projections - they are probabilistic in nature, especially when you consider health & mortality, an essential element of the tool. Like weather reports, projection models have limitations yet they do provide a helpful baseline and direction. This is not a dumbed-down calculator to entertain! As an example, the authors perceived risk in 2005 with respect to real estate markets & related mortgage offerings. Authors' initial R&D product focus was in Real Estate & Debt domains, the intent being to build a quantitative balance sheet projection of 'R.E. - Debt' such that each author was able make appropriate personal decision(s). The payoff was to avoid the devastating consequences of the Financial Crisis. So where were the investment houses, Federal Reserve, media pundits, economists, certified financial planners, regulatory agencies, etc. at the time!? Same question with the lead up to the tech crash in 2000? Millions of Americans may have been doing the "right thing" by saving & managing their 401Ks, IRAs, aka Investments - but that has done little to save a generation from disaster! Published (public) works of art |
Provide initial data to get started! 
