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This profile is for a 30 year old single who is just starting their career, savings and retirement planning.
Current Savings: $85,000
Likelihood of Success
This profile is ready for Financial Independence Retire Early (FIRE). They want to retire early and enjoy life on their own terms.
Current Savings: $250,000
This profile is for a young married couple just starting their career, savings and retirement planning.
Current Savings: $100,000
This profile is married couple who are in their mid-career. They have a pension and retirement savings.
Marital Status
Single
Married
20
30
40
50
60
70
80
Current Age
Retirement Age
Current Salary
Savings Rate
Spouse Current Age
Spouse Retirement Age
Spouse Current Salary
Spouse Savings Rate
Current Retirement Portfolio
How are your current investments allocated?
Conservative
Moderate Conservative
Balanced
Moderate Aggressive
Aggressive
You can also customize your allocations
Cash Allocation
Bonds Allocation
Stocks Allocation
How will you allocate your investments in retirement?
Annual Expenses
Monthly Expenses
Select Lifestyle
Frugal Lifestyle
Content Lifestyle
Comfortable Lifestyle
Carefree Lifestyle
Will you collect Social Security
Yes - Social Security
No - Social Security
62
64
66
68
Full Retirement Social Security
Age to Start
Will your spouse collect Social Security
Do you have other income?
Yes - Other Income
No - Other Income
90
Other Income Amount
Any additional other income like Pension, Rentals, etc.?
0
5
10
15
Estimated State Tax
25
35
45
Years of Retirement (Typically 30)
95
100
Success Level (Typically 100%)
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