Profile
Income
Expenses
Scenarios
Summary
Your Retirement Budget Builder
A practical tool to help you explore your retirement lifestyle options
This interactive worksheet will help you:
- Map out your expected income in retirement
- Explore three lifestyle tiers: Essential, Comfortable, and Ideal
- Test how different life scenarios might affect your budget
- Create a summary you can take home and discuss with your family or advisor
Important Notice
For educational purposes only. This is not financial advice. If you want professional financial advice, speak to a licensed financial advisor.
Your data is stored only in this browser session and clears when you close this tab. We do not save your information to any server or database.
Tell Us About Yourself
This helps us tailor the budget categories to your situation.
Your Retirement Income
Let’s add up your expected income sources. Enter the amounts you expect to receive.
Your Lifestyle Expenses
Think about three versions of your retirement lifestyle. What would you spend in each scenario?
The basics — what you need to get by
A good lifestyle with some extras
Your dream retirement lifestyle
Essential
$0
$0
Comfortable
$0
$0
Ideal
$0
$0
What If? Scenario Explorer
Life doesn’t always go to plan. Let’s see how different situations might affect your budget.
Impact on Your Budget
Before Scenarios
After Scenarios
Your Retirement Budget Summary
Here’s an overview of what you’ve explored today.
Your Profile
Planning Horizon
Note: This illustration multiplies your annual surplus/shortfall by years remaining.
It does not account for investment returns, inflation over time, or changes in circumstances.
It’s a starting point for discussion, not a forecast.
Budget by Lifestyle Tier
Scenario Impact
Next Steps
Disclaimer: For educational purposes only. This is not financial advice.
If you want professional financial advice, speak to a licensed financial advisor.
Save Your Summary
We’ll send your summary and delete it from our server immediately.
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Your Retirement Budget Builder
A practical tool to help you explore your retirement lifestyle options
This interactive worksheet will help you:
- Map out your expected income in retirement
- Explore three lifestyle tiers: Essential, Comfortable, and Ideal
- Test how different life scenarios might affect your budget
- Create a summary you can take home and discuss with your family or advisor
Important Notice
For educational purposes only. This is not financial advice. If you want professional financial advice, speak to a licensed financial advisor.
Your data is stored only in this browser session and clears when you close this tab. We do not save your information to any server or database.
Tell Us About Yourself
This helps us tailor the budget categories to your situation.
Your Retirement Income
Let's add up your expected income sources. Enter the amounts you expect to receive.
Your Lifestyle Expenses
Think about three versions of your retirement lifestyle. What would you spend in each scenario?
Essential
Comfortable
Ideal
What If? Scenario Explorer
Life doesn't always go to plan. Let's see how different situations might affect your budget.
Impact on Your Budget
Before Scenarios
After Scenarios
Your Retirement Budget Summary
Here's an overview of what you've explored today.
Your Profile
Planning Horizon
Note: This illustration multiplies your annual surplus/shortfall by years remaining. It does not account for investment returns, inflation over time, or changes in circumstances. It's a starting point for discussion, not a forecast.
Budget by Lifestyle Tier
Scenario Impact
Next Steps
Disclaimer: For educational purposes only. This is not financial advice. If you want professional financial advice, speak to a licensed financial advisor.
Save Your Summary
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