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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