Retirement Worksheet

Want to know how much money you need to retire? Use the worksheet below to help you estimate. Although life circumstances may change, the worksheet can give you an idea of how much savings and investments you need to retire comfortably. If you’d like to speak to someone about financial planning, I can connect you with a professional in my network..

Retirement Worksheet 1

The Charlotte real estate market in 2026 is no longer overheated — but it’s far from slow. With affordability challenges, rising mortgage rates, and shifting inventory levels, buyers and sellers must adapt to a more strategic environment. Here are the five biggest challenges shaping the market right now — and how smart homeowners are navigating them successfully.