FIN 4023 — Financial Planning Project

Retirement planning analysis dashboard

1. Personal Information

2. Income

3. Assets & Employer Plan

Example: enter 50 for a 50% match.

4. Savings & Assumptions

Percentages are entered normally (for example, enter 7 for 7%). The page converts them to decimals before sending them to the calculation Worker.

Retirement Readiness Summary

Projected Nest Egg
Required Nest Egg
Funding Ratio
Asset Shortfall / Surplus

Retirement Income

Projected Final Salary
Target Annual Retirement Income
Estimated Social Security
Required Portfolio Income
Current Annual Contribution

Longevity Check

This is a deterministic educational projection. It does not model market volatility, taxes, or sequence-of-returns risk.

Portfolio Growth to Retirement

Retirement Drawdown