Tom N Mauer. Worksheet Templates. February 27th , 2018.
It is good to go beyond just a good retirement worksheet and avail yourself of other tools that are useful in successful retirement planning. There are so many computer programs available that are easy to use and can really simplify the retirement planning process.
How can we change that? Simply by creating a goal setting worksheet. This is essentially a worksheet that outlines the goal and how its going to be achieved. What we should be doing in order to be achieving the goal and on what days those things should be completed. On the worksheet you can also include reminders of things that will detract you from accomplishing your goal. This wouldnt be you of course, but lets say you want to increase the presence of you and your businesses online brand. The goal could be 30 minutes daily on social media updates from seven-thirty to eight PM. The little reminder could be ONLY ten minutes on Facebook!
A Key Tool to Have, Retirement planning requires number crunching. Decisions must be made about what kind of lifestyle you desire to have during retirement, how much that lifestyle will cost you and how much you need to have now to reach that goal. A worksheet helps you calculate these figures.
There are a couple of options for software to do this tracking for you. You can get dedicated software that is specifically designed to track your finances, or you can either buy or create a spreadsheet in software such as Microsoft Excel to handle it for you. Which option is best really comes down to how much work you want to do and how customized you want the solution to be.
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