![]() ![]() Track and manage your income and expensesĪnalyze your investment portfolios for excessive fees (this is especially important early on in your FI journey)Īnalyze your investment portfolios for proper asset allocation We love the free features Personal Capital offers, including the ability to: We believe that Personal Capital is the most comprehensive free financial tool you can find online to manage your finances and track towards your FI date. Projected value of savings/investments at retirement: This is the sum of projected values of current and additional value of savings/investment set aside for this goal using the respective return rate.Now that you’ve calculated your time horizon to financial independence, we strongly encourage you to start tracking your money. It is calculated based on inflation adjusted expected expenses at retirement.Ĭurrent value of savings/investment: This is the sum of lump-sum cash, lump-sum investment set aside for this goal. Goal amount: This is the estimated amount requited at the retirement age to achieve your goal. This does not provide any analysis on your financial position, investment objectives or individual needs, and must not be regarded as any advice for your financial planning. The information and analysis provided by this calculator are based on various assumptions, which are subject to change at any time without notice. Actual numbers may vary depending on the economic conditions. ![]() The amount shown includes the projected rate of return for variables such as inflation, investment growth and cash in hand. General disclaimer: The Retirement Goal Calculator is designed to provide only a general illustration of the potential retirement cost. Projected value of savings/investments at retirement: This is the sum of projected values of current value of savings/investment set aside for this goal using the respective return rate. The dividends are assumed to be re-invested. Investment: All investments (Shares and Unit Trust) are liquidated at start of retirement. This does not provide any analysis on your financial position, investment objectives or individual needs as any advice for your financial planning. The following assumptions are used in the calculation of the Goal graph: It is calculated based on inflation adjusted expenses at retirement. Goal amount: This is the estimated amount required at the retirement age to achieve your goal. *Inflation Rate: The inflation rate is based on a 5-year average of Malaysia CPI (Consumer Price Index), 2014-2018 (Source: WEO (World Economic Outlook Database April 2019), updated as at April 2019). This does not provide any analysis on your financial position, investment objectives nor individual needs, and must not be regarded as any advice for your financial planning. ![]() The following assumptions are used in the calcuation of the Goal graph: ![]()
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