• 1Personal Info
  • 2Pre-Retirement
  • 3Post-Retirement
  • 4Summary
  • 5Suggestions

Personal Information

Information About You

Family Information

Information About Your Partner

Information About Your Children

$ .00
$ .00
$ .00
$ .00

Income & Expenses Before Retirement

INCOME

Gross Salary (You)
$
Gross Salary (Your Partner)
$
Rental Income 1
$
Rental Income 2
$
Rental Income 3
$
Rental Income 4
$

EXPENSES

Rent
$
Real Estate Taxes
$
Home Insurance
$
Condo Fees
$
Other Costs
$
Other Fees
$
Dividends
$
Partnerships
$
Interests
$
Passive Income 1
$
Passive Income 2
$
Passive Income 2
$
Clothes
$
Personal Care
$
Auto Expenses
$
Auto Insurance
$
Public Transport
$
Other Expenses
$
Groceries
$
Entertainment
$
Technology
$
Utilities
$
Cell Phone
$
Other Expenses
$
Prescriptions
$
Medical Insurance
$
Other Expenses
$
Travel
$
Other 1
$
Other 2
$
Other 3
$
Other 4
$
Other 5
$
Effective Rate Marginal Rate
Annual Tax

Investments and Savings

REGISTERED ACCOUNTS

GICs
$ .00
Stocks
$ .00
Bonds
$ .00
Mutual Funds
$ .00
Cash
$ .00
Other
$ .00

NON-REGISTERED ACCOUNTS

GICs
$ .00
Stocks
$ .00
Bonds
$ .00
Mutual Funds
$ .00
Cash
$ .00
Other
$ .00
GICs
$
Stocks
$
Bonds
$
Mutual Funds
$
Cash
$
Other
$
GICs
$
Stocks
$
Bonds
$
Mutual Funds
$
Cash
$
Other
$

Debts and Mortgages

HOUSEHOLD DEBT

Balance Rate Years Monthly Expense Monthly Extra Pay Yearly Expense
Mortgage 1
$ .00
%
$ .00
$ .00
Mortgage 2
$ .00
%
$ .00
$ .00
Mortgage 3
$ .00
%
$ .00
$ .00
Credit Card 1
$ .00
%
$ .00
$ .00
Credit Card 2
$ .00
%
$ .00
$ .00
Credit Card 3
$ .00
%
$ .00
$ .00
Debt 1
$ .00
%
$ .00
$ .00
Debt 2
$ .00
%
$ .00
$ .00
Debt 3
$ .00
%
$ .00
$ .00

Assets and Inheritance

ASSETS

Real Estate
$ .00
Farm Real Estate
$ .00
Business Partnerships
$ .00
Corporations
$ .00
Other Business Assets
$ .00
Other Assets
$ .00

INHERITANCE

Real Estate
$ .00
Farm Real Estate
$ .00
Partnerships
$ .00
Corporations
$ .00
Investments
$ .00
Cash & Savings
$ .00

Income & Expenses After Retirement

INCOME

Rental Income 1
$
Rental Income 2
$
Rental Income 3
$
Rental Income 4
$

EXPENSES

Mortgage or Rent
$
Real Estate Taxes
$
Home Insurance
$
Condo Fees
$
Other Costs
$
Other Fees
$
Dividends
$
Partnerships
$
Interests
$
Passive Income 1
$
Passive Income 2
$
Passive Income 2
$
Clothes
$
Personal Care
$
Auto Expenses
$
Auto Insurance
$
Public Transport
$
Other Expenses
$
Work Yrs | Hrs/Wk | $/Hr
Job 1 (You)
$ .00
Job 1 (Partner)
$ .00
Job 2 (You)
$ .00
Job 2 (Partner)
$ .00
Groceries
$
Entertainment
$
Technology
$
Utilities
$
Cell Phone
$
Other Expenses
$
Max Ben / Month Ben %
OAS (You)
$ .00
%
OAS (Partner)
$ .00
%
CPP/QPP (You)
$ .00
%
CPP/QPP (Partner)
$ .00
%
Prescriptions
$
Medical Insurance
$
Other Expenses
$
Max Ben / Month Ben %
Company 1 (You)
$ .00
%
Comp 1 (Partner)
$ .00
%
Company 2 (You)
$ .00
%
Comp 2 (Partner)
$ .00
%
Travel
$
Other 1
$
Other 2
$
Other 3
$
Other 4
$
Other 5
$
Effective Rate Marginal Rate
Annual Tax

Your Retirement Summary

Retirement Prognosis: Score
0
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Investment

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Suggestions for Your Retirement

Improve your retirement

Videntur Investment Partners Logo Videntur Questions?
Investment

A Videntur Advisor is ready to help you today.

Partners (438) 800-0708