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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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Reference Year2018
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Avg. Local Tax24%
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Annual Savings197,585
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Est. Anual Requirement82,063
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Total NW (+/- Equity)117,318
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FI Number2,051,580
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Total Networth inc. Equity
1,064,713404,499
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500K NW212.94%
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750K NW141.96%
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1M NW 106.47%
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1.25M NW85.18%
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1.5M NW70.98%
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1.75M NW60.84%
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2M NW53.24%
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% to FI51.90%
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Current yrs of expenses12.97
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Years to FI3.23
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Yearly SWR (4%)42,588.52
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Total Invested excl. Equity
516,305(99,047)
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500K NW103.26%
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625K NW82.61%
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750K NW68.84%
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875K NW59.01%
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1M NW 51.63%
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1.25M NW41.30%
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1.5M NW34.42%
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1.75M NW29.50%
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2M NW25.82%
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% to FI25.17%
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Current yrs of expenses6.29
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Years to FI5.40
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Yearly SWR (4%)20,652.21
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ETF / Stocks / Pension48.49%
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Home equity51.67%
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Cash4.21%
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Expenses covered by Investments
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Home / Personal Insurance
1,889Covered23,845
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Water / Council service127Covered21,955
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Electric0Covered23,718
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Mobile0Covered23,845
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Misc339Covered23,845
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Internet / TV1,200Covered23,506
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Transportation4,908Covered22,645
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Food & Groceries5,564Covered18,936
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Health Insurance6,000Covered18,281
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Child est.1,224Covered17,845
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Rent30,000
Needed: 184472.586666667
22,621
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Year startYear endYearTotal IncomeTotal ExpensesNet IncomeSavings RateNecessary Total
Discretionary Total
Excess TotalNet WorthNet Worth Growth
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1/1/201512/1/20152015----%---25,859-
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1/1/201612/1/20162016234,21989,283144,93661.88%69,49311,2628,528275,490249,631
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1/1/201712/1/20172017259,60987,921171,68866.13%68,89710,4778,547435,595160,105
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1/1/201812/1/20182018284,71387,128197,58569.40%69,36210,0417,725660,214224,620
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1/1/201912/1/20192019000#DIV/0!000
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