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Retirement Assumptions Worksheet

Hoover Financial AdvisorsJuly 12, 2016

Educational Resources

This worksheet identifies the key factors used in our retirement income projections. In addition to highlighting some of the “assumed” factors we would typically use, it allows space for you to fill in additional information required for us to be able to complete a thorough analysis for you. If you are unsure as to what you think your monthly expenses will be, please refer to the “budget worksheet” to help in determining an appropriate figure. Click here to download this resource.