Three sample profile files provided with
the Professional edition
couple is in their 40s, has a home, mortgage, and plans to send two children
couple in their 50s has a home, mortgage, and no more children going to
is a single individual in his 60s with a modest mortgage and is ready to
In this profile, the person wants to have more real income early
in retirement than later. In other words, their real spending
is planned to decrease over time.
applying various rules to these sample profiles and see their effects.
Personal edition - create your own
profile and experiment with it.