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Pre-Retirement Dashboard

Information on How You Get to Retirement

Below is a collection of visuals that will show you your portfolio when you actually retire. We also included a chart to show you the progress as well as a detailed table view. You can click on the table fields that underlined in order to get more information on how that field is calculated.

Asset Values When You Retire in 2022

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Cash Assets (10%)
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Bond Assets (20%)
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Stock Assets (70%)
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Total Assets
$184,000Cash (10%)
$371,000Bonds (20%)
$1,000,000Stocks (70%)

Portfolio Value Over Time

Table View of Portfolio