Retirement Planner by Umar Yusof

Retirement Planner

Plan your retirement, track finances, then download your data as Excel, download as PDF, or open in Google Sheets instantly!

1. Retirement Overview

Current Age:

Desired Retirement Age:

Years to Retirement: 25

Desired Monthly Retirement Income ($):

Projected CPF Monthly Payout ($):

Additional Monthly Income Needed: 2000

Annual Retirement Income Needed: 48000

2. Current Financial Assessment

Enter your assets and liabilities to calculate net worth.

Assets

Bank Accounts ($):

Investment Portfolio ($):

CPF (Total) ($):

Property Value ($):

Liabilities

Mortgage / Housing Loan ($):

Credit Card Debt ($):

Total Assets ($): 610000

Total Liabilities ($): 205000

Net Worth ($): 405000

3. Monthly Budgeting

Track your monthly income and expenses.

Income

Salary ($):

Rental Income ($):

Dividends/Interest ($):

Total Income ($): 6200

Expenses

Mortgage/Rent ($):

Insurance Premiums ($):

Utilities ($):

Groceries ($):

Transport ($):

Dining/Entertainment ($):

Healthcare ($):

Other ($):

Total Expenses ($): 0

Surplus/Deficit ($): 0

4. Future Expenses Estimation

Estimate future costs based on inflation.

Inflation Rate (decimal):

Example: Housing

Current Monthly Housing Cost ($):

Years Until Retirement:

Future Housing Cost ($): 0

5. CPF & Healthcare Planning

Track your CPF balances and healthcare costs.

CPF Ordinary Account ($):

CPF Special Account ($):

CPF Medisave ($):

Medishield/ISP Premium ($):

Additional Insurance ($):

6. Investment Tracking

Track a single holding. Extend as needed.

Investment Name:

Units Held:

Purchase Price/Unit ($):

Current Price/Unit ($):

Dividends to Date ($):

Total Invested ($): 0

Current Value ($): 0

Unrealized Gain/Loss ($): 0

Total Return ($): 0