Retirement Planning

  • How much money will I need to retire?
  • How long will my money last?
  • What will happen to my estate and my heirs?

All these are important questions and we believe there isn’t a simple answer for everyone. The debate reminds us of a line from American writer H.L. Menchen:


“To every complex problem, there is a solution that is simple, straightforward – and wrong.”

That’s precisely the case here, because there is no one, universal number for all clients. We believe that one needs to sit down with an experienced, competent and certified financial planner and prepare a retirement plan to assess your personal situation. The following spreadsheets have been prepared to assist in that exercise. We hope that you find them helpful



Visit these retirement planning links:

    Retirement Planning Worksheet 
    Balance Sheet Worksheet 
    Current Budget - Monthly Analysis Worksheet