Page 93 - Sample Financial Plan 4-1-2019 v2

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS),
member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or
services referenced here are independent of WFS.

Year Age Covered Earnings Total Earnings
2026 47 $77,230 $77,230
2027 48 $79,953 $79,953
2028 49 $82,771 $82,771
2029 50 $85,689 $85,689
2030 51 $88,710 $88,710
2031 52 $91,837 $91,837
2032 53 $95,073 $95,073
2033 54 $98,425 $98,425
2034 55 $101,895 $101,895
2035 56 $105,486 $105,486
2036 57 $109,205 $109,205
2037 58 $113,055 $113,055
2038 59 $117,039 $117,039
2039 60 $121,166 $121,166
2040 61 $125,436 $125,436
2041 62 $129,858 $129,858
2042 63 $134,435 $134,435
2043 64 $139,174 $139,174
2044 65 $144,079 $144,079

Selected Dates

Retirement: Jun 2046
Spousal: Jun 2046
Widow(er)'s: Dec 2071

Settings

Inflation Rate: 2.5%
Nominal Rate of Return: 5.5%

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