Net Worth and Financial Independence Tracker v1.5
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Please do not request edit access. Make a copy by clicking File > Make a copy. (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, 28
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Monthly Requirement 22,739
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Annual Savings209,011
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Est. Yearly Expenses126,720
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FI Number3,379,200
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Total NW (+/- Equity)683,110
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Total Networth (live)1,663,843479,619
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500K NW332.77%
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750K NW221.85%
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1M NW 166.38%
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1.25M NW133.11%
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1.5M NW110.92%
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1.75M NW95.08%
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2M NW83.19%
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% to FI49.49%
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Current yrs of expenses
13.13
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Years to FI4.79
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Current SWR62,394
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Total Invested (live)1,156,869505,623
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500K NW231.37%
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625K NW185.10%
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750K NW154.25%
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875K NW132.21%
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1M NW 115.69%
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1.25M NW92.55%
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1.5M NW77.12%
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1.75M NW66.11%
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2M NW57.84%
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% to FI34.49%
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Current yrs of expenses
9.13
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Years to FI6.52
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Current SWR43,383
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ETF / Stocks / Pension69.53%
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Home equity30.12%
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Cash1.92%
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Expenses covered by Investments
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Home / Personal Insurance
1,200Covered52,033
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Water / Council service960Covered50,833
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Electric960Covered51,073
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Misc600Covered51,073
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Internet / TV / Mobile1,200Covered51,433
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Transportation3,600Covered50,833
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Groceries6,000Covered48,433
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Health8,400Covered46,033
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Child est.36,000Covered43,633
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Rent31,200
Needed: 404451.817007382
16,033
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5.27E+06
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