🎯 Retirement Planning

Take control of your financial future with personalized retirement projections and comprehensive planning tools. Track your progress, compare with peers, and optimize your strategy.

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Retirement Projections

Settings

Track your projected retirement savings across different growth scenarios

Peer Comparison

See how you compare to others in your age bracket

Retirement Planning Overview

Set your retirement goals and track your progress. Premium Features Active for advanced Monte Carlo simulations, success probability analysis, and detailed retirement projections.

Target Retirement Age
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Monthly Spend Goal
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Monthly Budget Breakdown

Your projected monthly retirement spending by category

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Mortgages
$0
Cars
$0
Health Care
$0
Food & Drinks
$0
Entertainment
$0
Reinvested Funds

Retirement Lifestyle Templates

Choose a preset template to automatically adjust your budget allocations

Select a template to automatically adjust your budget allocations based on your preferred retirement lifestyle. Each template balances essential expenses with lifestyle spending differently.

Conservative
Security Focused

Prioritizes financial security with:

  • Higher housing allocation (25%)
  • Increased healthcare budget (15%)
  • Moderate lifestyle spending (18%)
  • Strong reinvestment (25%)
Preview Changes:
Mortgage: +3%
Healthcare: +3%
Entertainment: -10%
Moderate
Balanced

Balances security with lifestyle:

  • Standard housing (22%)
  • Moderate healthcare (12%)
  • Active lifestyle (28%)
  • Steady reinvestment (25%)
Current Settings
This is your current balanced allocation
Aggressive
Lifestyle Focused

Emphasizes lifestyle spending:

  • Lower housing (20%)
  • Basic healthcare (10%)
  • Active lifestyle (35%)
  • Maintained reinvestment (25%)
Preview Changes:
Mortgage: -2%
Healthcare: -2%
Entertainment: +7%
How it works: Click a template to automatically adjust your budget allocations. The changes will be applied to your current monthly spend amount. You can always fine-tune the percentages after applying a template.

Export Your Retirement Plan

Download your personalized retirement plan for future reference or share with your financial advisor.

Ready to optimize your retirement strategy?

Fine-tune your goals, adjust your budget allocations, and explore different scenarios to maximize your retirement potential.