Funding Requirements for Retirement - Joint

This is our most popular spreadsheet with our software customers, it is a popular one with clients and the one they appreciate the most. The questions the planner gets asked the most are 'Can we afford to retire?' and/or 'When can we afford to retire?' And/or 'Will we run out of money?' This spreadsheet answers those questions with exact figures and in a manner the client can comprehend. Most of the software programs on the market, that we have seen, do not handle the difference in ages between spouses accurately in their figures. This results in an incorrect projection. Seldom is the retirement occurring at the exact time the Social Security is are commencing, or when the spouses are the same age.

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