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Financial independence

Financial independence means your portfolio can cover spending without a paycheck. These pages explain the usual math, where it breaks, and which Arc tools to open next.

Guides

What is a FIRE number?

A FIRE number is annual spending divided by the withdrawal rate you are willing to use.

The 4% rule

The 4% rule is a starting withdrawal rate from historical research, not a promise.

Coast FIRE explained

Coast FIRE is the portfolio that can grow to your FIRE number without new contributions.

Sequence-of-returns risk

Early losses hurt more once you are withdrawing than while you are still contributing.

Can I afford to retire early?

Early retirement holds if spending, the portfolio, and the years without a paycheck all fit.

Investment returns and planning

A planning return is an assumption. Historical averages are context, not a contract.

Can I afford a sabbatical?

A sabbatical is a cash problem first, and a retirement-date problem second.

Planning on one income

Use the paycheck that will actually arrive, not the household you used to be.

Can I afford a bigger house?

Add the lasting housing cost to spending, then read the date again.

Tools

  • FIRE number calculator
  • Years to FI calculator
  • Safe withdrawal calculator
  • Retirement calculator
  • Coast FIRE calculator
  • Sequence of returns calculator
  • Compound growth calculator
  • Emergency fund calculator
  • Savings rate calculator
  • Mortgage payoff vs. invest calculator

Playbooks

  • Raise your savings rate
  • Build an emergency fund

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Educational, not advice.