• Here are the answers to some Frequently Asked Questions (FAQ's).

• Check out our Introductory Video Tutorial

• See What's New and if there are any Known Issues in the latest versions.

• How Mark's Spreadsheet approaches Retirement Planning

• Macros must be enabled for Mark's Spreadsheet to work properly. Go here for instructions to enable macros in your version of Excel.

• When you are ready, enter your information in the Data Entry Worksheet

• The fun begins on the Dashboard. Learn about its sections:

  • Projection Summary

  • Charts

  • Plan

    • Contribution and Withdrawal Strategies

  • Optimizers

    • Scenarios Check out our Scenarios Video Tutorial

• While the Dashboard shows up to 50 years of projection at once, the Snapshot Worksheet gives detail for a single year.

• The Spreadsheet supports some advanced features. See the Advanced Data Worksheets.

• Need to access advanced features or override the Spreadsheet? Check out our our Advanced Video Tutorial

Didn't find what you need? Contact Us or request One-on-One Coaching