Free planning tool
Retirement Readiness Calculator
Estimate whether you're on track to replace 70–80% of your current income in retirement. It takes about two minutes.
How it works
Check Your Retirement Readiness
Enter your income, age, savings and expected return. The calculator estimates the savings you'll need and whether you're on track.
Use today's numbers: current income, savings and monthly contributions.
Be conservative: a lower expected return gives you a safer estimate.
Plan for a long retirement: many people should plan to age 90 or beyond.
This calculator is for illustration only and isn't financial advice. Your results depend on the assumptions you enter.
Retirement Readiness Calculator
Estimate whether you’re on track to cover 70–80% of your current income in retirement.
Next steps
What to Do With Your Result
01
On Track
Great work. Review your plan each year and make sure your investments still match your timeline and risk.
02
Close, but Not There
Small changes add up: raise contributions, adjust your retirement age or rethink your income target.
03
Behind
You still have options. A plan can show exactly what it takes to close the gap. Book a free consultation to talk it through.
Let's Build a Plan That Works Now and Later
Book a free consultation with Brian Lee, online or by phone.
