Cashflow Analysis Sheet

To have a projection of whether our retirement resources are adequate, a cashflow analysis, segregated into age bands of 5 years (to avoid clouding the picture with too much data), helps us understand what our financial situation may be in our retirement.

It provides us with a guide on whether there are timing issues (for example, CPF payout only starts at 65 whereas someone may want to retire earlier) that may impede the desire to retire at an earlier age. It can be tailored to differing circumstances among people.

For those who are not near retirement age, it gives them an idea how much more savings they need to generate, or how many years they will need to work before reaching the point of financial independence.

One salient point is that it also forces people to consolidate their investment and insurance plans, so they can better understand their current financial status, and plan accordingly.

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