S
StratiCo
Registered Investment Advisor · AIF®
Tools

Are You on Track
to Retire Comfortably?

Enter your numbers and find out exactly where you stand, and what it would take to get there.

Benchmark 10.12%
S&P 500 30-Year Trailing Annualized Return (dividends reinvested) · Source: Trade That Swing, Feb 2026 Historical only · Not a guarantee of future performance
Your Situation
35
65
Invested Assets (grow at your assumed return)
$
IRA, brokerage, taxable investments
$
Include employer-sponsored plans
$
= $6,000 per year
10.12%
%
Cash Savings (no growth, added as-is at retirement)
$
Emergency fund, HYSA, cash holdings
Retirement Goals
$
= $6,667 per month
25 yrs
Your Retirement Picture
Projected Balance at Retirement
--
in 30 years
Amount You Will Need
--
Based on your income goal and retirement length
Surplus
--
you are on track
Monthly Contributions Needed
--
To fully fund your retirement target
Goal Funded
0% of retirement goal funded
✅
You are on track.
Your projected balance exceeds your retirement target. Keep going.
Projected Balance vs. Goal
Want to aim higher?

The S&P 500 is a floor,
not a ceiling.

StratiCo runs actively managed stock and ETF portfolios tailored to your strategy. If you want to see what a personalized approach could do for your numbers, let's talk.

Talk to Collin
Disclosure: This calculator is for illustrative and educational purposes only. It does not constitute investment advice or a guarantee of future results. All investing involves risk, including possible loss of principal. The S&P 500 30-year annualized return (~10.12%) is a historical figure (dividends reinvested) and is not a promise of future performance. Retirement projections are estimates and do not account for inflation, taxes, Social Security, or other income sources. Cash savings are shown as a fixed, non-compounding balance. Past performance does not guarantee future results. StratiCo is a registered investment advisor. Please consult a qualified financial professional before making investment decisions.