ExcelRetirement

I'm open for business! I offer high quality, easily understandable Excel files focused on estimating various aspects of your retirement investments. If you're considering retiring or have already retired, my Excel files can help you to determine if your retirement investments can fund you throughout your retirement.

These are straightforward Microsoft Excel files that I have developed over many years and have found them personally very helpful in my own retirement planning. I have files for estimating when to start taking Social Security, for using the 4% Rule of withdrawals, and for estimating monthly incomes into the future with our COLA ("Cost of Living Adjustments") Excel file.

You will need to have access to Microsoft Excel in order to use these files. Some might work with other spreadsheet applications but I cannot guarantee that.

Thank you for visiting!
Steve