Worksheet Templates. Tuesday , April 03rd , 2018 - 09:02:39 AM
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.
On the revenue side, Daves past experience with the City of Metropolis and similar projects indicate payment will come in 3 large chunks, then a revenue share of the bridge tolls for 10 years. The 3 large payments are what ESP is bidding on, and they need to cover the costs of each phase. Dave also adds a variable profit margin above costs. Using this profit margin as a variable, his goal is to estimate the lowest margin ESP can charge above its costs to ensure NPV exceeds the companys standard project bidding hurdle rate of 12%.
Retirement planning requires organization and good foresight. There are so many variables to be taken into consideration and so many projections that will need to be made. A retirement planning worksheet helps pull all these factors together into a workable plan.
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