Currently by invitation only
Your personal financial retirement planner
Retirement planner was created by a retiree for pre-retirement and post-retirement financial planning. It is designed to guide you through set up, step by step, even if you are not comfortable with spreadsheets or finance jargon. To enter, use the credentials provided to you in your welcome email.
🔒 Built on Trust: Our Privacy Commitment to You
Before you explore our tools or view the sample plan, we want you to know exactly how we treat your data. Your financial security is our top priority.
- We Do Not Sell Your Data: Your personal and financial information will never be sold, rented, or shared with third-party marketers or advertisers. Period.
- No Account Needed for the Sample: The sample plan uses 100% fictional data. You can click around, test the calculators, and view reports safely without entering an email address or creating a password.
- Bank-Level Security: When you do create an account, your data is fully encrypted using modern security standards. Your credentials are safe, private, and accessible only by you.
- No Sneaky Subscriptions: This planner is created by a fellow retiree, not a predatory financial institution. There are no hidden fees, automatic card charges, or spam emails.
- Planning Estimates Only: We provide tools to help you model your future, but we do not track or link your account to your real-world bank accounts or government identities.
Log in
Plan ahead to retire comfortably
- Interactive Projections: Easily map out your Social Security, pensions, and long-range spending.
- Automated RMD Tracking: Visually forecast your forced tax distributions to protect your savings.
- Inflation Protection: Run advanced scenario models to see exactly how your purchasing power holds up over time.
- Automated Stock holdings updating: Enter your stock symbols and the planner will keep the daily closing amounts up to date.
- Couple Planning: Social Security and survivor scenario, Social Security claiming model, Benefit estimates by person, Claiming comparison.
- Estimated Taxes: Change the figure or senario and we estimate your Federal and State tax hit - Great for planning withdrawal years..
- Charitable Giving / QCD Modeling: Model recurring cash gifts and IRA qualified charitable distributions so you can see the cash-flow and tax-planning effect.
- Set the amount you want to leave behind: Do you want to leave anything behind or do you want to spend it all. We show you what each senario can mean for your plan.
A guided financial planning platform to help you visualize your retirement and reach your retirement goals.
Reset your password
Enter your account email and we will send a reset link if the account exists.
Two-step verification
After you enter your password, choose where to send your sign-in code.
Password reset
Reset your password
Enter the reset token from your email and choose a new password. After you save it, you can return to the sign-in page and log in normally.
Request a reset link from the sign-in page if you do not already have a token.