How to Estimate Your Retirement Nest Egg Needs
A “Nest Egg” is your accumulated savings and investments that you use during your retirement to support your lifestyle. Estimating nest egg needs is an imperfect science and will change over time. But [...]
How to Project Your Future Outlook for Retirement Planning
The Future Outlook table helps you understand if your current level of savings puts you on track to meet your retirement goals. The Future Outlook table shades in values that meet your [...]
How to Estimate Your Annual Investment Growth Rate
Determining the annual growth rate of your investment portfolio is done using the Money-Weighted Rate of Return (MWRR) formula. The MoneySwell Retirement Planner estimates your annualized rate of return using the MWRR formula, [...]
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