Anticpated Monthly Expense & Wealth Gap Calculator

Anticpated Monthly Expenses

Instructions:

Enter anticipated montly expenses. Everyones’ situation is different so not all line items will be applicable.

Assuming the same percentage of Withdrawal of Invested Assets​​, if the GAP figure (shown in the column on the right) is a MINUS, you will need to acquire additional income generating assets in that amount to achieve your goals.  IF the number is POSITIVE, you are well on your way to your goals.

Assuming the same percentage of Withdrawal of Invested Assets, IF the GAP figure is a MINUS, you will need to acquire additional income producing assets to achieve your goals.  IF the number is POSITIVE, you are will on your way to your goals.

Wealth Gap Calculator

Your score will be calculated in the summary column to the right.

No tax liabilities have been calculated which may reduce your return on assets.  Your overall return on assets may be different from estimated in this example.  The sale of your business is not included in this example.