Are you on track for Retirement?

Download this DIY Retirement Spreadsheet to find out.

With this invaluable guide, you can:

Input your income and expenses to get to your CASH FLOW
Input your assets and debts to get you NET WORTH
Choose your return and inflation ASSUMPTIONS (with our simple guidance)
Make a few PLANNING CHOICES
Learn whether you are SAVING enough and/or how much additional you need to save
Pre-experience and compare your lifetime PORTFOLIO VALUE under different circumstances by saving different versions with different inputs, and
STRESS-TEST your own plan by lowering return rates, retiring earlier, increasing inflation, etc!

Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice, please Contact Us and we will connect you with a qualified advisor at EP Wealth.

Are you on track for Retirement?

Download this DIY Retirement Spreadsheet to find out.

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With this invaluable guide, you can: