Resources

Investment Planning Tools

Determining how much you need to save for retirement is no easy task. Some investors look to any and all resources available to get a better idea of what they’ll need later in life. Investment planning tools are a popular resource for retirement planning. The concept is simple: Input your net worth, retirement savings rate and other values, and the tools magically tell you how much you should save and what your portfolio will be worth in 30 years!

Keep in mind, online tools can be useful but don’t account for future changes in market conditions or your personal finances—they can’t! All the algorithms in the world can’t forecast unpredictable markets or human behavior. The technology behind investment planning tools is well-intended, but cookie-cutter portfolio advice can't compete with an investment adviser focused on your unique retirement goals and objectives.

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Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.
These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.

Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.