Retirement and Budget Planner

[Fisherman0691]

I've looked around for a retirement planner that addressed questions like:
1) How long will my retirement funds last, given regular withdraws and investment earnings?
2) How much do we spend each month so I know how much I need to withdraw each month? Expense details?
3) How are each of my investments doing? What is my total investment portfolio worth and what is the Return on Investment (ROR)?
4) When should I file for Social Security based on my financial needs and age? Do I file at 62 or wait?

There are a TON of investment and retirement planners out there, many of which want to sell you something. No thanks.

I took a shot at making my own workbook and it works fine for me - tried to make it intuitive and user friendly. Perhaps someone else may enjoy this as well...

[AliGW]

Thank you for sharing. Moved to the appropriate section.

[alansidman]

You might start here with a worksheet I developed several years ago that still applies today. It does not answer all your questions, but should get you started. Some of your questions should probably be answered by a Certified Professional.

https://www.excelforum.com/tips-and-...worksheet.html