FIGURE 13.18.

FINANCIAL ANALYSIS SPREADSHEET FOR TOM GIFFORD

A B C D E
1 Four Corners
2
3 Age 40
4 Current Salary $85,000
5 Current Portfolio $50,000
6 Annual Investment Rate 6%
7 Salary Growth Rate 5%
8 Portfolio Growth Rate 10%
9 New Investment Contribution to Earnings 50%
10
11 Year Beginning Balance Salary New Investment Earnings
12 1 $50,000 $85,000 $5,100 $5,255
13 2 $60,355 $89,250 $5,355 $6,303
14 3 $72,013 $93,713 $5,623 $7,482
15 4 $85,118 $98,398 $5,904 $8,807
16 5 $99,829 $103,318 $6,199 $10,293
FIGURE 13.18. FINANCIAL ANALYSIS SPREADSHEET FOR TOM GIFFORD

F G
1
2
3
4
5
6
7
8
9
10
11 Ending Balance Age
12 $60,355 41
13 $72,013 42
14 $85,118 43
15 $99,829 44
16 $116,321 45