Key Capabilities
Plan for your own retirement Keys to creating a retirement plan
Below is the Retirement Planning home page, this page always provides a current picture of what your retirement plan looks like. It has both visual and number summaries to make you aware of where things stand. This planning system works right through retirement so you can make adjustments as you need to.
This is a summary of you retirement, our retirement dashboard.
Retirement Planning capabilities
This software summarizes financial information on My Retirement, breaking planning into separate pages, getting to the sheet you want either by clicking a link or clicking on the tab at the bottom of he workbook. This product provides comprehensive capability for anyone who wants to know where they stand and figure out the steps they can take to retire and for individuals who work for small business or home based businesses that don’t have access to the planning tools provided by big brokerages. We strongly believe people need to have a plan to retire or they may become dependent on family members or government assistance.
Investopedia has these surprising facts about retirement that will be worth a good look: https://www.investopedia.com/articles/retirement/110116/6-surprising-facts-about-retirement.asp
Ignoring retirement planning until you get to retirement age is a big mistake, knowing what you need to do to retire takes long term planning, the less time you allow yourself the less you can do to secure the retirement you want. This tool can help you quickly see what your situation is so you can begin to make changes and make decisions necessary to retire and maybe even leave an inheritance. If you read our blog “Will you be able to leave an inheritance?” it may help you commit to making changes that ensure you can leave something behind for your heirs. Also if you read our blog “Should you work with a financial planner?” you will understand that fiduciary advisers actually do work for your best interests, most of us should use an adviser to help guide our retirement planning.
Retirement Planning is our responsibility not the governments and even when you have an advisor he needs you to tell him what kind of retirement you want and how you think it can be achieved. Remember you are talking about your retirement plan, not your advisors retirement plan.
Retirement Planning provides the following capabilities:
You can setup your personal profile including; name(s), birth date(s), retirement age(s) and life expectancy age(s).
You can setup planning factors like living cost in today’s $, your taxes, planned return rate before retirement, planned return rate during retirement and an Inflation rate. In addition your retirement savings, retirement income, expected lump sums (like an inheritance) and part time work plans in the early years of retirement can be setup and these, and changes to these, are considered in your retirement projections.
The system will project how long your money will last and you can begin to make adjustments like increasing the over all return rate or adding a higher return rate on a particular account, receiving your savings or income at a later start age, etc. (you do these things to try and make your money last longer)
The system provides a page that summarizes your complete retirement situation.
The system provides a page to give you things to consider when planning for retirement
You can model investment and income changes on the retirement Workbench and see how you could improve your retirement situation by changing investments or adding other sources of income. On this page you can update Investment indexes with a click, this way you always work with the latest index return information.
You can Save and retrieve your data from a separate file, your data is saved each time you click save and the data is imported again every time you open the product or you can import it at anytime by clicking Retrieve My Data on My Retirement.
You can add Provider information on each savings, income and other income accounts, this can be the web address, account number, username, password, authentication, etc.
You can delete any account with one click
GUARANTEE
This product has a 30 day guarantee, we will refund your money if you are not satisfied in the first 30 days.
We will address each support issue, reported to our on line support form, via phone or email, whichever you provide.
System Requirements: These are excel based products, please see System Requirements by clicking the link below.
Works on Windows PC’s and Laptops
Note: This product is not subscription based and is priced under $100
We are renewing our code signing certificates and the shop is closed, no downloads are available at this time!