Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Determine the effect inflation has on your investment returns over time.
Figure your current net worth and estimate your outlook for the next 10 years.
Determine your desired loan payment or your loan amount, and review your monthly payment schedule.
Estimate whether you’re saving enough to fund your educational goal.
Estimate taxes for your investment, retirement or unexpected income.