Quote:
Originally Posted by Slava
What do you want to do? You want an Excel file that will run you a full financial plan, or is this to build a portfolio?
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A pre-built personal retirement projection spreadsheet.
I input my existing portfolio values, vehicle (LIRA/RRSP/Pension etc), growth rates, add in OAS/CPP etc;
I then input my age & intended annual retirement income, and it should have values, that either paint me behind or ahead of my target. I have a good idea where I'm at, but would like to have an active xls that i can defer back to at any time. (adjustments/future impacts)