----- My Info -----
About Me
Include My Partner?
Name:
Current Age:
My Partner
Name:
Current Age:
Share of Household Income
My %
My Partner's %
Current Social Security Estimate
My Estimate
My Partner Estimate:
Current Long-Term Savings
Total Savings
Financial Management Fees
%
----- My Plan -----
Key Ages
Mine
My Partner's
Begin Retirement
Begin Social Security
Before Retirement
Annual Pre-Retirement Savings
Starting At Retirement Age
My Pension:
Apply COLA
My Partner Pension:
Apply COLA
Annual Retirement Spending:
Major Financial Events
Active
Type
Title
Start Age
Through Age
Amount
Escalator Setting
Select Event Type
Supplemental Income
Long-term Goals
Select Event Type
Supplemental Income
Long-term Goals
Select Event Type
Supplemental Income
Long-term Goals
Select Event Type
Supplemental Income
Long-term Goals
Select Event Type
Supplemental Income
Long-term Goals
Select Event Type
Supplemental Income
Long-term Goals
Investment Allocation
% Stocks
% Bonds
Display Settings
Show Dollars in
Future dollars
Today's dollars
Acceptable Risk of Running Out of Money
5%
10%
15%
20%
25%
30%
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