Build your retirement plan in Excel If you are a do-it-yourself-er, and you want to build a view of your retirement plan that you can understand, and that you can see month by month, and where you can easily adjust variables, I am here to help you build it. With a little guidance you can see where you stand, month by month leading up to and through retirement. You can control every aspect of the plan, income, expenses, tax rate, inflation and rate of return assumptions - and it is all in your ha
nds in Excel. Service Overview: 1st hour - Understanding the model and inputting variables - entering all of your assumptions about income, expenses, major point-in-time expenses, inflation, rate of return, retirement age, tax rate, required minimum distributions, social security income, insurance costs, spousal information. 2nd hour - adjusting variables - working with the model to customize for you, and to look at what-if scenarios. Follow up - Any time you guidance or help with variables, or with Excel, I am there to help. The objective is for you to walk away with a retirement model you can understand and control and can reference as you plan for your retirement. I am not a Certified Financial Planner and this is not investment guidance, insurance guidance or tax advice. You should seek out a CFP for those things and we can discuss how to do that. Rates: $45/hr ($90) for the first two hours. $15/15min blocks for follow up. The goal is to have a plan that you can control and understand for less than $200.
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