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How much income do i need to generate
from my investments

1a

How much do you earn every year?

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I need help adding up my expenses

How much do you save every year?
 
OR
  

1b

Add up all of your expenses - taxes included

This is how much you are spending!

 $ 

2

How much do you have in annual income from other sources?

(Pensions/Social Security/Real Estate/Loans.etc.)

This is how much income you need to generate from your investments!

 $ 
  Generate  
  Return  
 
 
 

 
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