Broker Check

 Savings Calculator

See how changing variables that are within your control. Variables such as retirement age, contribution amount, investment allocation, investment expenses, etc. may affect the value of your nest egg across a diverse range of potential investment outcome.


Spending Calculator

Use this calculator to test how different factors impact how long your nest egg may last in retirement. Use the remaining balance data in the simulation results to help quantify the trade-off between income sustainability and the value that may be left for one's heirs.


Note: Monte Carlo Analysis is a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments.

The outcomes presented using the Monte Carlo simulation represent only a few of the many possible outcomes. Since past performance and market conditions may not be repeated in the future, your investment goals may not be fulfilled by following the advice that is based on the projections. Since the market data used to generate these rates of return change over time your results will vary with each use over time.