The Savings Projection chart shows how your cash and investment assets may change based on the savings and expenses modeled in your plan.

What should I look for?

  • Notice the years where the columns are taller than the year before. These are years where you have increased your net worth.

  • Notice the years where the columns are shorter than the year before. These are years where you are spending down your assets.

  • Notice if the columns change from blue to red. At this inflection point, you are projected to run out of savings.

What next?

  • See how the chart changes if you change your plan assumptions from optimistic to pessimistic.

  • See how the chart changes if you update something in your plan, such as working longer, spending less, or saving more.

Related

Why do my expenses seem higher on the dashboard?

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