Golden Horizon Planner

Build a financial plan for your future.

A guide to traditional and early retirement
Whether you plan to retire early or later, Golden Horizon Planner can help you reach your financial goals with forecasting and calculation tools that take the guesswork out of planning. Monitor your savings, investments, and retirement goals in a customizable dashboard to make informed decisions as you approach key milestones in your life. Secure your financial future with confidence.

Retirement Planning Basics
Fundamental concepts of planning for retirement

Learn how to set realistic financial and lifestyle goals for retirement. Plan for an early, traditional or delay retirement with confidence. Determine saving benchmarks for retirement age targets.

Investing
Meeting your financial goals for retirement

Discover how to meet your long-term financial goals through different types of investments including traditional and Roth 401(k)s, traditional and Roth IRAs, stocks, bonds, ETFs, and mutual funds.

Tax Optimization
Keeping more of your own money

Learn how to use tax-advantaged accounts and withdrawal strategies to minimize tax burdens.

Estate Planning
Protecting your legacy

Explore the different options for estate planning with wills and trusts. Make sure financial and medical decisions align with your wishes.

Social Security
Maximizing your benefits

Understand the consequences of when to start collecting Social Security benefits and strategies to maximize payouts.

Healthcare
Making healthcare affordable

Manage the unforeseen costs of health care with options including Medicare, long-term care, and Health Savings Accounts (HSAs).

Lifestyle
Living your best life

Consider quality of life factors in retirement such as relocation, cost of living, working in retirement, hobbies, and social activities.

My Forecasting Dashboard

Retirement Financial Planning Tool
Project your retirement savings with this interactive dashboard to see if you can meet your financial goals. Monitor your savings, investments, and retirement goals with graphical representations to make informed decisions as you approach key milestones in your life. This tool provides reasonable forecasts of your ability to adequately fund your retirement under a variety of scenarios. And, it is free to use.

(This tool is not a replacement for professional financial planning. Also, the estimates are based on your input and general assumptions which may or may not apply to your actual financial circumstances in the future.)

DASHBOARD LOGIN / SIGN UP

Financial Advisors

The information provided on this website does not represent financial advice and is for educational purposes only. Individual circumstances will vary and may require professional financial consultation. We recommend that you work with a qualified financial advisor before making any major financial decisions.

Sections you will love

Build pages in no time using pre-made sections! From headers to footers, you will be able to choose the best combination for your project. We have created multiple sections for you to put together and customise into pixel perfect example pages.
View All Sections