Living Standard Monte Carlo

Upside Investing Setup: Risky Retirement Account Assets
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
Upside Investing Setup: Extra Stock Investments for Retirement Accounts
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
Why are my Upside Investing Floor Details different from my Base Plan
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
Upside Investing Setup: Extra Stock Investments for Regular Assets
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
Upside Investing: Setting up a TIPs ladder
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
Full Risk Investing Setup
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
Using Alternative Profiles with Monte Carlo
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
Living Standard Monte Carlo Reports
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
How to change investment strategies and spending behavior assumption
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
Discretionary Spending Trajectories
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