Are you on track for Retirement?

Download this DIY Retirement Spreadsheet to find out.

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Find out if you're on the path to retirement by downloading this spreadsheet.

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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)
  • 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!