Metrics
- Used to pinpoint data facilitating broad or specific planning conversations
- Can easily shed light on the results of your advice without searching for numbers among pages of detail.
- Can be customized by advisors for each household and planning conversation.
Current Metrics
Basic Results & Inputs
Funding Rate (%)
Funding Rate (%)
Funding Rate (%)
Percentage of Goals and Living Expenses covered using fixed Return and Inflation Assumptions
Success Rate (%)
Funding Rate (%)
Funding Rate (%)
Monte Carlo Simulation of Funding Rate Assumptions
Retirement Age
Base Inflation Rate (%)
Base Inflation Rate (%)
The Retirement age(s) defined in the Plan
Base Inflation Rate (%)
Base Inflation Rate (%)
Base Inflation Rate (%)
The Base Inflation Rate used as the default in the Plan
Taxes
Taxes Paid ($)
Total State and Local Taxes ($)
Total Federal Taxes ($)
The Sum of all Taxes from this year to the end of the plan.
Total Federal Taxes ($)
Total State and Local Taxes ($)
Total Federal Taxes ($)
The Sum of all Federal Taxes from this year to the end of the plan.
Total State and Local Taxes ($)
Total State and Local Taxes ($)
Total State and Local Taxes ($)
The Sum of all State and Local Taxes from this year to the end of the plan.
Total Tax Penalties ($)
Total Tax Penalties ($)
Total State and Local Taxes ($)
The Sum of all Federal and State Tax Penalties from this year to the end of the plan.
Tax Penalties Years
Total Tax Penalties ($)
Marginal Tax Rate (%)
The Total Count of all years with either Federal and State Tax Penalties from this year to the end of the plan.
Marginal Tax Rate (%)
Total Tax Penalties ($)
Marginal Tax Rate (%)
% the next dollar is taxed / Highest Bracket
Effective Tax Rate (%)
Effective Tax Rate (%)
Effective Tax Rate (%)
Federal Income Taxes Paid (not including Medicare & SSI) / Taxable Income (Gross Income - Pre-Tax Deductions)
Savings
Gross Savings Rate (%)
Total Savings Contributions ($)
Gross Savings Rate (%)
The Average Return of all Investment Assets as of Now
Age Capacity
Total Savings Contributions ($)
Gross Savings Rate (%)
The Age at which your Investment Assets are Depleted
Total Savings Contributions ($)
Total Savings Contributions ($)
Total Savings Contributions ($)
The Sum of all Savings Contributions from Now to the End of the Plan
Current Raito
Solvency Ratio
Total Savings Contributions ($)
Measures the household’s ability to Repay a Short-Term Debt in an Emergency
Solvency Ratio
Solvency Ratio
Solvency Ratio
Measures your ability to quickly Convert Assets into Cash with little to No Loss of Principal
Total RMD ($)
Solvency Ratio
Solvency Ratio
Total Amount of Required Minimum Distribution from Now till the End of the Plan
Investments
Portfolio Return (%)
Actual Real Return (%)
Actual Real Return (%)
The Average Return of all Investment Assets as of Now
Actual Real Return (%)
Actual Real Return (%)
Actual Real Return (%)
The Return on an Investment after Adjusting for Inflation.
Simple Real Return (%)
Investment Allocation Ratio (%)
Investment Allocation Ratio (%)
The Portfolio Return minus the Inflation Rate
Investment Allocation Ratio (%)
Investment Allocation Ratio (%)
Investment Allocation Ratio (%)
The portion of Investment Assets to Total Assets
Debts
Consumer Debt Ratio
Debt to Assets Ratio
Debt to Assets Ratio
The Proportion of your Total Debt as Short-Term Debt
Debt to Assets Ratio
Debt to Assets Ratio
Debt to Assets Ratio
The portion of Total Debts to Total Assets.
Total Debt Payments ($)
Total Debt Payments ($)
Total Debt Payments ($)
The Sum of all Debt Payments from Now to the End of the Plan
Total Debt Ratio
Total Debt Payments ($)
Total Debt Payments ($)
Measures your ability to manage monthly payments
Values
Net-Worth at Retirement
Investment at Retirement
Net-Worth at Retirement
The Value of household Net-Worth at Retirement Age.
Net-Worth Legacy
Investment at Retirement
Net-Worth at Retirement
The Value of household Net-Worth at the End of the Plan
Investment at Retirement
Investment at Retirement
Investment at Retirement
The Value of household Investment Assets at Retirement Age.
Investments Legacy
Real Assets at Retirement
Investment at Retirement
The Value of household Investment Assets at the End of the Plan
Real Assets at Retirement
Real Assets at Retirement
Real Assets at Retirement
The Value of household Real Assets at Retirement Age.
Real Assets Legacy
Real Assets at Retirement
Real Assets at Retirement
The Value of household Real Assets at the End of the Plan
Debts at Retirement
Debts at Retirement
Debts at Retirement
The Value of household Debts at Retirement Age.
Debt Legacy
Debts at Retirement
Debts at Retirement
The Value of household Debts at the End of the Plan
coming Soon
Basic Results & Inputs
Basic Results & Inputs
Basic Results & Inputs
- Plan Time Horizon
- Years of Retirement
- Years till Retirement
- Life Expectancy
Savings
Basic Results & Inputs
Basic Results & Inputs
- RMD over Need
- Employer Contributions
Investments
Basic Results & Inputs
Investments
- Liquid Allocation Ratio
- Inflation Protection Ratio
Debt
Education
Investments
- Liquidity Ratio
- Emergency Fund Ratio
- Debt to Equity Ratio
- Debt Service Ratio
- Interest Coverage Ratio
- Total Interest Paid
- Basic Housing Debt Ratio
- Broad Housing Debt Ratio
Spending
Education
Education
- Discretionary Spend Ratio
- Total Discretionary Spend
- Total Spending
- Spending on Living Expenses
- Spending on Education
- Spending on Travel
- Spending on Lifestyle
- Spending on Heart Goals
- Total Housing Expense
- House Expense Ratio
Education
Education
Education
- Education Coverage / Income
- Education Coverage / Cash
- Education Coverage / College Assets
- Education Coverage / Tuition Assistance
- Years till College Starts
- Years till College Ends
- College Assets at Start
- College Assets at End
Funding
Funding
Funding
- Funding / Income
- Funding / Employment Income
- Funding / Pension Income
- Funding / Social Security
- Funding / Annuities
- Funding / Guaranteed Income
- Funding / Retirement Assets
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