Book supplementals

Companion Tools for Readers

Chapter worksheets and interactive models that match the ebook.

Chapters
Chapter 1
Starting your plan
Dates, balances, 401(k) check-in, and notes—syncs to your planner when you are logged in.
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Chapter 1
Compound investment simulator
Historical monthly returns and a contribution ledger—educational illustration only.
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Chapter 2
Early career planning
Budget, 401(k) + match, and dual investment paths on one timeline.
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Chapter 3
Risk profile simulator
Answer a short questionnaire, see a suggested allocation, then stress-test a simple portfolio through a real market year.
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Chapter 4
Portfolio mix
Set weights across ETFs and stocks, then backtest an initial amount plus monthly contributions. Educational illustration only.
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Chapter 5
Roth IRA vs 401(k)
Put savings in a 401(k) with company match, or the after-tax leftover in a Roth IRA, then compare ending and after-tax balances.
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