Name: ______________________________________

Profession ___________________________________

Role: _______________________________________

Salary: $_____________________________________

Investment: (50% of salary) $___________________


Interest rate needed to have $1,000,000 by the age of 65: ___________________________ (from worksheet #1)


You're probably thinking, “This interest rate is impossible to get with a certificate of deposit!” Well, you are absolutely right. So, there has to be another way to make $1,000,000. There is. They are called Mutual Funds!


Name of fund

Average 10 year annual return

Years to $1,000,000

(using compound interest calculator)