Excel Model: Retirement Planner

 Descrição:

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.