Net Worth and Financial Independence Tracker v1.5
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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 17,150
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Annual Savings209,532
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Est. Yearly Expenses126,720
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FI Number3,379,200
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Total NW (+/- Equity)683,594
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Total Networth (live)1,908,757724,049
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500K NW381.75%
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750K NW254.50%
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1M NW 190.88%
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1.25M NW152.70%
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1.5M NW127.25%
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1.75M NW109.07%
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2M NW95.44%
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% to FI56.74%
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Current yrs of expenses
15.06
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Years to FI4.01
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Current SWR71,578
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Total Invested (live)1,370,425718,695
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500K NW274.08%
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625K NW219.27%
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750K NW182.72%
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875K NW156.62%
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1M NW 137.04%
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1.25M NW109.63%
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1.5M NW91.36%
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1.75M NW78.31%
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2M NW68.52%
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% to FI40.81%
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Current yrs of expenses
10.81
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Years to FI5.76
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Current SWR51,391
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ETF / Stocks / Pension71.80%
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Home equity26.25%
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Cash1.67%
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Expenses covered by Investments
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Home / Personal Insurance
1,200Covered60,041
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Water / Council service960Covered58,841
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Electric960Covered59,081
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Misc600Covered59,081
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Internet / TV / Mobile1,200Covered59,441
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Transportation3,600Covered58,841
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Groceries6,000Covered56,441
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Health8,400Covered54,041
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Child est.36,000Covered51,641
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Rent31,200
Needed: 190895.681707383
24,041
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5.27E+06
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