PERSONAL CFO SERVICES with NO Conflicts of Interests. the way planning should be donE

Financial Consultant
  • HOME
  • CORE PRINCIPLES
    • Mission & Values
    • Budgeting & Planning
    • Investment Philosophy
    • Lessons Learned
  • SERVICE OFFERINGS
    • Areas Covered
    • Options to Work Together
    • Our Clientele/Qs you have
    • Case Studies
  • ABOUT US
    • Meet Vinee
    • My Hero's Journey
    • Your Hero's Journey
    • Volunteer Organizations
    • My Book/Reading List
  • FREE LIBRARY
    • Link to Valuable Articles
    • Q's to ask your advisor
    • Definitions/Terms
    • Important Info & Tools
    • 2025 Annual Limits
  • More
    • HOME
    • CORE PRINCIPLES
      • Mission & Values
      • Budgeting & Planning
      • Investment Philosophy
      • Lessons Learned
    • SERVICE OFFERINGS
      • Areas Covered
      • Options to Work Together
      • Our Clientele/Qs you have
      • Case Studies
    • ABOUT US
      • Meet Vinee
      • My Hero's Journey
      • Your Hero's Journey
      • Volunteer Organizations
      • My Book/Reading List
    • FREE LIBRARY
      • Link to Valuable Articles
      • Q's to ask your advisor
      • Definitions/Terms
      • Important Info & Tools
      • 2025 Annual Limits
Financial Consultant
  • HOME
  • CORE PRINCIPLES
    • Mission & Values
    • Budgeting & Planning
    • Investment Philosophy
    • Lessons Learned
  • SERVICE OFFERINGS
    • Areas Covered
    • Options to Work Together
    • Our Clientele/Qs you have
    • Case Studies
  • ABOUT US
    • Meet Vinee
    • My Hero's Journey
    • Your Hero's Journey
    • Volunteer Organizations
    • My Book/Reading List
  • FREE LIBRARY
    • Link to Valuable Articles
    • Q's to ask your advisor
    • Definitions/Terms
    • Important Info & Tools
    • 2025 Annual Limits

important info and tools

Rule of 72

This rule is not only powerful but very simple….divide 72 by your projected rate of return and that is how long it will take for your money to double.  For example, if you have an investment that you project will earn 6% a year, then it will take  72/6=12 yrs to double your money.  If your investments ends up earning 9% a year, then 72/9=8 yrs to double your money.  Try it for yourself…

Stock Market Historical Calculators & Returns

Model Portfolio Allocation Historical Returns
S&P Historical Return Calculator
S&P Historical Monthly Returns
Historical Asset Class Returns
Deep Dive on Individual Stocks

Timing the Market game..its quite fun and interesting..Try it out for yourself!

Timing the Market Game

CREDIT REPORT INFO

The only FTC approved site for your Free Credit Reports...

ANNUALCREDITREPORT.COM

Additional Tools

Free Forms Library
Free online document storage
Compound Interest Calculator
Taxfoundation.org

BUDGET WORKSHEET

Free Budget Worksheet (xlsx)Download

Copyright © 2025 TRULY UNBIASED LLC - All Rights Reserved.  ADV Part 2 Truly Unbiased LLC is a registered investment adviser registered and offering advisory services in the State of California and in other jurisdictions where exempted.  This website is solely for informational purposes. No advice may be rendered by Truly Unbiased LLC unless a financial planning agreement is in place. Truly Unbiased LLC  provides links for your convenience to websites produced by other providers or industry related material.  Truly Unbiased LLC is not responsible for errors or omissions in the material on third party websites.  This website is provided “as is” without any representations or warranties, express or implied. Truly Unbiased LLC makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Truly Unbiased LLC will not be liable to you in relation to the contents of, or use of, or otherwise in connection with, this website. By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.

Powered by

  • HOME

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept