Are you on track for Retirement?

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With this invaluable spreadsheet, you can:

  • Input your income and expenses to get to your CASH FLOW
  • nput 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!