Living Standard Monte Carlo
Our Upside Investing report is based on two simple assumptions: You invest in just two assets: stocks and safe assets. You spend nothing out of your s...
Sun, 19 Jun, 2022 at 8:47 AM
In the Upside Investing Setup area, you can optionally enter extra stock investments for retirement accounts in future years if you choose a future year t...
Sun, 19 Jun, 2022 at 8:47 AM
To calculate the Upside Investing floor, all "risky assets" that you've identified in your regular assets and retirement accounts are eliminat...
Sun, 19 Jun, 2022 at 8:48 AM
In the Upside Investing Setup area, you can optionally enter extra stock investments for regular assets in future years if you have chosen a future year to ...
Sun, 19 Jun, 2022 at 8:48 AM
FAQ: How Do I Build a TIPS Ladder to Try to Secure My Base Living Standard in Upside Investing? Upside Investing keeps things simple. It assumes you can...
Sat, 23 Jul, 2022 at 9:00 AM
Your Base Plan assumes a constant, safe return rate that does not vary from year to year. These safe return rates on your regular assets and retirement acco...
Fri, 8 Mar, 2024 at 11:08 AM
Why use an alternative profile with the Monte Carlo report? Using an alternative profile is a way to compare a plan with data changes to your base plan. Fo...
Thu, 15 Feb, 2024 at 9:32 AM
The Base Plan and the Maximization report help you avoid investment risk by assuming by default that you invest in near-certain, low-yielding assets equival...
Wed, 14 Feb, 2024 at 9:47 AM
Changing Investment Strategies To change your investment strategy, return to the Full Risk report set up and choose a different investment strategy. Choosi...
Mon, 26 Feb, 2024 at 12:50 PM
A discretionary spending trajectory is displayed as a path or line on a chart that shows your annual spending. In the base plan, this trajectory line is typ...
Mon, 26 Feb, 2024 at 1:10 PM