Quote:
Originally Posted by cam_wmh
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)
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I’ve wanted the same thing as I’d like to run a pile of different scenarios. The tool most financial advisor use looks to be the same or similar, and it’s actual software, not just a spreadsheet/workbook. I have heard rumour that (some) advisors can give you access to a “sandbox” version of the software package where you can play around and make adjustments but I’ve not investigated further. Perhaps Slava has some insights into that.
I know in the US there is a product called something like New Retirement which does all this, but you do need to pay. I don’t know of a CA equivalent.