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financial planningTracking Progress
#RI-69a83e42
about 2 months ago
1
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Lookback period: 5, 10, 20 years

"Investing consistently and tracking progress in spreadsheets"

0

Currently using Mint, Credit Karma, and brokerage dashboards, but not providing long-term projections

What I wish I knew
"More detailed long-term financial planning tools"
If I could tell you one thing
"Use a combination of tools and spreadsheets to track progress and plan for the future"
4/10
Minor frustrations, but overall net-positive or acceptable.
No regretMixedDeep regret
financial planning Category Average
?%
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Impact
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Financial and Psychosocial impact distributions for this subset.

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