Simulate Financial Health

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Simulate Financial Health

Enter/modify your inputs

Planning includes Partner

Optionally tune these parameters, that are derived using past 100 years of market data

Equity Market Return

Bond Market Return

Portfolio Equity(%):

90

Average Inflation Rate

Eff. California Tax Rate:

3.5%

Equity return std deviation

Bond return std deviation

Adjust annual expenses $

SSN COLA Rate

No of Simulations

Starting portfolio balance: $1000000 | Starting yearly expense $100000 | Std Deduction considered for Fed Tax

Portfolio Ending Balance

Portfolio Detailed Table

In current or future $

Probability Distribution choice

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