Life assumptions

Estimated years of life remaining 40 yr

Required to calculate the horizon.

Annual inflation (%) 3.0%

Used to grow future expenses over time.

Expected annual return (%) 3.0%

Defaults to inflation when left empty.

Planning mode

1 stage means the same expenses will apply until death. 2 stage means the cost will be different in the second stage, usually after retirement.

Years until retirement 15 yr

Shown only for the 2-stage plan.

Monthly costs

Transportation costs

$

Subscription fees

$

Utility bills

$

Dependent persons / pets

$

Monthly dining expenses

$

Other monthly expenses

$

Yearly costs

Travelling expenses

$

Insurance expenses

$

Medical expenses

$

Other yearly expenses

$

Second stage costs

Expenses during your post-retirement phase.

Monthly costs

Transportation costs, stage 2

$

Subscription fees, stage 2

$

Utility bills, stage 2

$

Dependent persons / pets, stage 2

$

Monthly dining expenses, stage 2

$

Other monthly expenses, stage 2

$

Yearly costs

Travelling expenses, stage 2

$

Insurance expenses, stage 2

$

Medical expenses, stage 2

$

Other yearly expenses, stage 2

$