egg
stack
®
Write your next chapter
egg
stack
®
Write your next chapter
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Are you working or retired?
Working
Retired
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You're using Guided Mode. You can switch to Expert Mode or Watch a Video.
Include spouse or partner?
Just me
Couple
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Let's get to know you!
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What's your first name?
Enter a name
 
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Welcome !
What is your current age?
Current age
 
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Retirement age
Enter age you plan to retire
 
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Life expectancy
Your estimated longevity
 
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Spouse or partner's first name
Enter a name
 
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Is working or retired?
Working
Retired
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current age
age
 
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retirement age
Enter age plans to retire
 
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life expectancy
estimated longevity
 
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Do you have any retirement savings?
No
Yes
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Does have any retirement savings?
No
Yes
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Your retirement savings
Enter an amount
 
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Do you make regular contributions?
No
Yes
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Your annual contribution amount
Enter an annual amount
per year
 
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retirement savings
Enter an amount
 
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Does make regular contributions?
No
Yes
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annual contribution amount
Enter an annual amount
per year
 
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Your annual gross income
Enter an annual amount
per year
 
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annual gross income
Enter an annual amount
per year
 
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Do you currently receive Social Security?
No
Yes
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Your monthly Social Security benefit
Gross retirement benefit
per month
 
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Does currently receive Social Security?
No
Yes
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monthly Social Security benefit
Gross retirement benefit
per month
 
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Select applicable living expenses
Check all that apply
Housing
Auto
Utilities
Groceries
Entertainment
Healthcare
Vacation
Gifts
Loans
Other
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Do you rent or own your home?
Rent
Own
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Enter your monthly house payment
Enter an amount
per month
 
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Number of vehicles in your household
Autos in your household
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Do you lease or own vehicles?
Lease
Own
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Typical monthly car payment
Monthly payment for one vehicle
per month
 
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Weekly gasoline cost
Total for your household
per week
 
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Monthly utilities
Examples: phone, internet, streaming, power, water, lawncare, HOA
per month
 
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Weekly groceries
Examples: groceries, toiletries, cosmetics, cleaning supplies, pet food
per week
 
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Weekly entertainment
Examples: dining out, movies, concerts, events, parties, club memberships
per week
 
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Annual healthcare costs
Examples: medical/dental/vision care, insurance,
copays, deductibles, and prescriptions
per year
 
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Annual vacation costs
Examples: airfare, lodging, car rental, weekend getaways, cruises
per year
 
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Annual gifts and donations
Examples: birthdays, anniversaries, holidays, faith-based giving
per year
 
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Monthly loan payments (excluding home and auto)
Examples: credit cards, student loans, home equity loans
per month
 
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Other monthly expenses
Anything not yet covered
per month
 
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Tax filing status
Choose one
Single
Household Head
Married Joint
Married Separate
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What state do you live in?
State of residence required for tax computations
 
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