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New version available via https://sites.google.com/view/financialindependencesheet/home
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Include Equity?FALSE
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Use Budget?TRUE
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Withdrawl Rate %3.8%
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Return Rate %6.0%
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Expence Reference Year
2018
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Avg. Local Tax10.0%
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Desired RE DateDec, 25
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Monthly Requirement 17,153
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Annual Savings211,549
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Est. Yearly Expenses126,720
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FI Number3,379,200
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Total NW (+/- Equity)683,363
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Total Networth (live)2,304,3961,119,919
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500K NW460.88%
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750K NW307.25%
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1M NW 230.44%
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1.25M NW184.35%
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1.5M NW153.63%
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1.75M NW131.68%
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2M NW115.22%
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% to FI68.45%
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Current yrs of expenses
18.18
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Years to FI2.82
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Current SWR86,415
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Total Invested (live)1,746,9721,095,473
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500K NW349.39%
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625K NW279.52%
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750K NW232.93%
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875K NW199.65%
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1M NW 174.70%
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1.25M NW139.76%
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1.5M NW116.46%
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1.75M NW99.83%
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2M NW87.35%
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% to FI51.95%
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Current yrs of expenses
13.79
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Years to FI4.49
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Current SWR65,511
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ETF / Stocks / Pension75.81%
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Home equity21.75%
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Cash1.38%
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Expenses covered by Investments
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Home / Personal Insurance
1,200Covered74,162
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Water / Council service960Covered72,962
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Electric960Covered73,202
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Misc600Covered73,202
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Internet / TV / Mobile1,200Covered73,562
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Transportation3,600Covered72,962
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Groceries6,000Covered70,562
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Health8,400Covered68,162
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Child est.36,000Covered65,762
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Rent31,200Covered38,162
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5.27E+06
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