August 1, 2017
Initial Release
First version of the Excel spreadsheet tracking income, expenses, taxes, savings, and withdrawals.
The first version of lcfplanner — an Excel spreadsheet designed to provide a comprehensive view of your financial future.
Core Features
- Track income from all sources over time
- Model expenses including inflation adjustments
- Calculate federal and state taxes
- Project savings and investment growth
- Plan retirement withdrawals from various accounts
Net Worth Tracking
- Calculate net worth year-by-year through retirement
- Visualize your financial trajectory
- Understand when you can afford to retire
Foundation
- Built in Excel for transparency and customization
- All calculations visible and auditable
- Established the framework for future enhancements