Modello Excel: pianificatore pensionistico

Titolo: Retirement Planner

 Descrizione:

 

his spreadsheet is designed to assist individuals in planning for their retirement. It includes sections for retirement details, goals, income sources, expenses, and yearly savings plans. It aims to provide a comprehensive overview of financial requirements and strategies to achieve retirement goals.

 

  • Retirement Details:
    • Collects basic information such as current age, desired retirement age, years to retirement, and estimated future retirement funds.

  • Retirement Goals:
    • Helps define retirement lifestyle goals, desired asset value, and plans for major life milestones.

  • Income Sources:
    • Details expected income sources during retirement, including social security, pensions, investments, and other income.

  • Expenses:
    • Lists expected expenses during retirement, including housing, healthcare, living expenses, travel, and miscellaneous costs.

  • Yearly Savings Plan:
    • Provides a plan for yearly contributions to savings and tracks the balance over time.

 

Fonte: Calcolatrice personalizzata

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