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A

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Financial

Age
Current
Current
Annual
Annual
Annual

B
Analysis Portfolio

Salary
Portfolio
Salary Growth

Rate

Investment

Rate

Portfolio Growth

Rate

Age
25
26`
27
28
29

25
$34,000
$14,500
5%
4%
10%

Beginning

Year
1
2
3
4
5

Projection

Portfolio
14,500
17,378
20,615
24,251
28,329

New
Salary
34,000
35,700
37,485
39,359
41,327

Investment

1,360
1,428
1,499
1,574
1,653

Portfolio Ending
Earning
Portfolio
1,518
17,378
1,809
20,615
2,136
24,251
2,504
28,329
2,916
32,898

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