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Saving is key to your financial health
Prepare For Retirement
What is a Retirement Plan?
A retirement plan is a strategy that involves saving and investing over your lifetime in order to receive some retirement income.
How does it work?
It is very simple, it is based on contributing or investing a periodic amount (every week, every month, every quarter…) in your retirement account.
What is it for?
Its main purpose is to be able to take advantage and enjoy the money saved up over the years to live well when you do not receive a salary.
Once it’s time to retire, you can “rescue” your pension plan. You will have access to two things:
- To the money that you have been investing over time
- To the profitability that your savings have generated
Planning your retirement is a multi-step process that evolves over time. This tool may help you visualize your plan and make adjustments accordingly.
In order to live a comfortable retirement, you may need to create a long-term plan and stick to it. This plan should include a couple of key points that we will discuss here.
40%
Americans calculated how much they need to save for retirement.
30%
People with access to 401-k didn't participate in 2018.
50%
People live over 20 years in retirmenent.
40%
Social Security replaces a portion of your income.
By failing to prepare, you are planning to fail.
The tool you need
We present to you a great tool that will help you understand what you need to do to achieve your retirement goals.
No Excel Skills Required.
This simple but powerful tool allows you to know how much you will really need to be putting aside and how much you will be able to afford at retirement.
It is visual
We created this tool to help you visually see your retirement plan as you go. It is packed with useful charts and other visual elements.
How does it work?
It is really easy to use. You will simply have to insert your information in the cells we indicate and the tool does the job for you.
There are two sections that require your information
Current Information
Our tool analyzes your current situation and takes into account the pass of time and inflation.
Retirement Plan
It will also take into account what you plan for retirement and give you an analysis of the most likely outcome.
Plan, Save, Enjoy
Best Ways to Prepare
Financial security in retirement doesn’t just happen. It takes planning and commitment and, yes, money.
5 Key Steps
Here is a quick list of the steps you should take to prepare for retirement.
- Figure out your Time Horizon
- Understand your Current Financial Situation
- Determine your Retirement Income Needs
- Set your Investment Strategy
Completely free & private
How to get started with the tool
In your laptop or computer:
- Click the button below to download the tool
- Open up the zipped file
- Double-click on the spreadsheet Your Retirement Planner
- Fill out some basic info
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