Family Office: Save and Draw Down Only What the Evidence Supports · Contents · 한국어 · Español

Chapter 5 Trying Other Plans — One Change at a Time

The question What happens if we retire a little later, save more, or spend less?

The answer Tab ⑦ Assumptions · sensitivity has four tools: three assumption sets, a grid of returns and starting ages, a one-step what-if, and a comparison of two ages. Each one changes one thing on the same inputs. They show what moves the result most; they do not say which choice is better.

5.0 In one line Change one thing, watch one thing move. Start with what your family can actually choose.

The full chapter is in the book. The web shows only each chapter's question, answer and one-line summary.

← Previous: Chapter 4 Reading the Results — What the Numbers Mean, and What They Don'tNext: Chapter 6 Easy View and Expert View — Same Tabs, Different Shape →

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Research and education only. Not investment, tax or legal advice, not tailored to anyone, and no product, firm or tax professional is recommended. Results are hypothetical calculations under the assumptions chosen. Screens as of 17 October 2026.