Retirement Worksheet
Do you want to know how much money you’ll need to retire? Use the linked worksheet to help you estimate. Although your life circumstances may change, the worksheet can give you an idea of how much savings and investments you need to retire comfortably.
If you’d like to speak to someone about financial planning, I can connect you with a professional in my network.
Topics covered on the worksheet
- How much will you need to maintain your lifestyle?
- How much of your income will come from non-savings sources?
- How much income will need to come from your savings and investments each year?
- How long will your savings and investments need to last?
- So, how much will you need to save?
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