Delving into the realm of retirement planning, 'Tool 3' is a model that serves as a comprehensive guide for individuals seeking financial security in their twilight years. It is a part of the 'Personal Retirement Planner', a template designed for easy customization on Microsoft Excel and Google Sheets. This model focuses on key aspects such as retirement planning, contributions, interest calculations, savings, budgeting, and balance. It also includes a retirement calculator for a more accurate projection of future finances. It's a practical tool for anyone aiming for a worry-free retirement.
This sheet is part of our Personal Retirement Planner spreadsheet. Available in Microsoft Excel, and Google Sheets. Download using links below
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Productivity a problem? Use our To Do List Spreadsheet collection for a series of to-do lists and dashboards to manage projects across weekly, monthly, or subtask views. Manage personal to-dos by type, status, and due date. Track progress across individual tasks with a status to-do list. Since the most important element of any to-do list is to prioritize tasks, the Priority list divides to-dos by their importance. To track daily task accomplishments, use the daily log that accumulates progress toward daily, weekly, or monthly frequency goals.
Need financial security? Our Personal Savings Calculator template is a practical, user-friendly tool designed to help you manage your finances and work towards your savings goals. Download this template, available in Microsoft Excel and Google Sheets, and set yourself on the path to financial security.
Need to create new habits? It takes between two to eight months for a habit to stick. Gamify your habits with custom reward amounts for each habit completed, and track progress from month to month or year to date for any year between 2023 and 2033. Supports 400 daily, weekly, and monthly habits across multiple habit types.
Need a budget the whole family can stick to? Use the fully customizable Family Budget Planner to set an annual savings plan and track yearly transactions against it. A summary dashboard determines if spending habits are on track or off track to meet the annual goal year-to-date, and by how much. A monthly time series tracks net savings against planned savings month by month. And pie charts track expenses by categories, family member, and nice to have or must have. With all the tools to assess spending month by month, the whole family can learn how to budget according to a plan and reach it.
