Retirement Yearly Plan updated

1/12/20261 min read

The Retirement Yearly Plan spreadsheet was updated (r13) to include;

  • Several bug fixes, layout and graph cleanup.

  • Added additional Expense Adjustment inputs.

  • Added a "Stress Test" optional input to drop investment returns by the entered percentage for several years at the start of the plan. Can simulate a market correction.

  • Cleaned up the layout of instruction tabs, set printing to fit on 2 pages (paper or PDF) 

The Excel, Open Office, and Libre Office files are available in the download location provided with prior purchase.