Sample Profiles



Three sample profile files provided with the Professional edition :

  • Sample40s  This couple is in their 40s, has a home, mortgage, and plans to send two children to college.

  • Sample50s  This couple in their 50s has a home, mortgage, and no more children going to college.

  • Sample60s  This is a single individual in his 60s with a modest mortgage and is ready to retire.

  • Sample60AggressiveProfile  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.

Try applying various rules to these sample profiles and see their effects.

Personal edition  - create your own profile and experiment with it.

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