Net Worth and Financial Independence Tracker v1.3
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Include Equity?TRUE
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Use Budget?TRUE
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Withdrawl Rate %4.00%
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Return Rate %7.00%
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Total NW (+/- Equity)746,318
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Est. Annual Savings222,611
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Est. Anual Requirement
59,880
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Avg. Local Tax16%
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FI Number1,497,000
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Avg. Local Tax239,520
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FI + tax1,736,520
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Total Networth (live)947,354201,036
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500K NW189.47%
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750K NW126.31%
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1M NW 94.74%
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1.25M NW75.79%
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1.5M NW63.16%
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1.75M NW54.13%
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2M NW47.37%
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% to FI54.74%
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Current yrs of expenses
15.82
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Years to FI1.78
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Yearly SW Amount37,894
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Total Invested (live)510,910214,815
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500K NW102.18%
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625K NW81.75%
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750K NW68.12%
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875K NW58.39%
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1M NW 51.09%
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1.25M NW40.87%
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1.5M NW34.06%
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1.75M NW29.19%
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2M NW25.55%
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% to FI29.61%
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Current yrs of expenses
8.53
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Years to FI3.38
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Yearly SW Amount20,436
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ETF / Stocks / Pension53.93%
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Home equity38.76%
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Cash8.04%
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Necessary Expenses covered by Investments
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Home / Personal Insurance
2,400Covered23,670
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Water / Council service0Covered21,270
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Electric600Covered23,670
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Mobile0Covered23,070
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Misc1,800Covered23,670
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Internet / TV1,200Covered21,870
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Transportation6,000Covered22,470
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Food & Groceries6,000Covered17,670
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Health Insurance6,000Covered17,670
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