BUSINESSWEEK ONLINE : JULY 17, 2000 ISSUE
BUSINESSWEEK INVESTOR -- THE BARKER PORTFOLIO

Hebeler's Helpers


At www.analyzenow.com, Hebeler's site, he offers a variety of homemade reports, books, and interactive spreadsheets to guide retirement plans. They include:

STRATEGIC RETIREMENT PLANNING II
An Excel spreadsheet that helps project a realistic budget for retirement years. Accounts for real-estate investments, large future expenses, long-term-care insurance, and required minimum distributions from tax-deferred accounts. Hard to follow in spots, but worthwhile. Costs $43 by mail on floppy disk; $19.95 by download.

THE REAL WORLD
An Excel spreadsheet with graphics showing how your retirement savings would have fared in the past. Seeing what happens to the nest egg of someone retiring in 1969 compared with someone retiring in 1979 is an eye-opener. Price: $32.50 by mail on floppy disk; $14.50 by download.

MANAGING RETIREMENT RESOURCES
A 204-page, spiral-bound book full of practical advice on saving, investing, and spending in retirement, from a retiree's financially conservative point of view. It's full of helpful tables, but be ready to push a pencil. $39.50 by mail.



_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

BACK TO TOP
RELATED ITEMS
Setting Retirees on the Right Path

TABLE: Hebeler's Hints

TABLE: Hebeler's Helpers



INTERACT
E-Mail to Business Week Online

 
Copyright 2000-2009, Bloomberg L.P.
Terms of Use   Privacy Notice