Sound exit strategy crucial to enjoying benefits of goal-based planning

A goal-based investment plan is only successful when a proper exit strategy is created, which also means you rebalance.

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Loan Amount?: Number of Months? (#): Annual Interest Rate?: Payment Method?:

Monthly Payment: Total Interest: Total Principal & Interest:

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Periodic Savings Amount?: Number of Months?: Annual Interest Rate?:

Final Amount (future value): Interest Earned: Total Amount Invested: Last Deposit Date:

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Your Current Age?: Anticipated Retirement Age?: Current Retirement Savings?: Annual Interest Rate (ROR)?: Amount At Retirement?:

Monthly Investment Required: Number of Contributions: Total Amount Invested: Interest Earned: Estimated Final Value: Last Deposit Date:

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Your Current Age?: Anticipated Retirement Age?: Current Retirement Savings?: Monthly Amount Invested?: Annual Interest Rate (ROR)?:

Available At Retirement: Number of Contributions: Total Amount Invested: Return on Investment: Last Investment Date:

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Your Current Age?: Current Retirement Savings?: Monthly Amount Invested?: Annual Interest Rate (ROR)?: Amount At Retirement?:

Projected Retirement Age: Number of Contributions (#): Total Amount Invested: Investment Gain: Estimated Final Value: Last Deposit Date:

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