Windfall calculator

A tool to help establish and maintain a three-fund portfolio and help you optimize your savings goals.
About this template

This template includes step-by-step instructions for inputting your current investments, target percentages, and the amount of money you'd like to invest. The template then explains what adjustments to make to your current investments to meet your target percentages.

I created this template out of a spreadsheet I relied on for many years.

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