Financial Report
Financial
Distress Analysis
A year-by-year projection of whether your savings will outlast your expenses.
Prepared by Chapwood Investments
CHAPWOOD INVESTMENTS
Financial Planning
Financial Literacy
Chapwood Investments
Retirement & Planning

Financial Distress Calculator

Project your savings year by year against your income and expenses to see whether — and when — your portfolio could run out. Enter your plan below.

You & your portfolio

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$
%
%

Income & growth

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Portfolio
%
Employment / other income (taxed)
$
%
Social Security (not taxed)
$
%

Expenses

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$
$
$
%
$
Financial distress outlook
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Portfolio today$0
Return needed to last your plan—
Total income + Social Security$0
Total expenses$0

Portfolio balance by year

Your projected balance each year. If it crosses zero, that's financial distress.
Information and interactive calculators are made available as self-help tools for your independent use and are not intended to provide investment advice. All examples are hypothetical and for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Chapwood Investments · Financial Literacy

Balance by year

Year-by-year projection. Income is shown after tax; Social Security is not taxed; the mortgage stays flat while other expenses rise with cost of living.
YearAgeStart balancePortfolio gainsSocial SecurityAnnual incomeAnnual expenseEnd balance

Disclosures

Chapwood Investments, LLC is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention of a particular security, index, derivative or other instruments in this material constitutes an opinion on suitability of any security. The information and data in this material were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this material. The guests appearing in material do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

Investment Advisory products and services are being offered through Ethos Financial Group, LLC an SEC-registered investment advisor.