Retirement Planning Worksheets
When it comes to calculating your retirement needs, it’s always helpful to have some prearranged questionnaires at the ready. Following are several such worksheets, along with a risk profile questionnaire you can take to determine what sort of investor you are. Finally, we offer a spending and age report to help you gauge how much you might expect to spend on certain items when you retire.
Use this worksheet to see how your budget matches up with your spending.