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Healthspan and Wealthspan Life Planner.

Plan retirement around the health, care, family, and longevity decisions your money may need to support.

Life-cycle planning calculator

See resources, spending needs, and late-life risks together.

The planner combines financial assets with the present value of future work income and guaranteed retirement income, then compares those resources with spending, legacy, healthcare, long-term-care, and family-support assumptions.

A plan that remembers progress

Save dated results locally, compare check-ins, export the history, and print an annual report.

Reviews tied to real changes

Use focused prompts for quarterly, retirement, work, health, caregiving, family, and housing reviews.

Guidance that stays bounded

The AI Companion explains definitions and review preparation. It does not see saved history, invent calculations, or recommend securities.

Method and limits

A deterministic planning model, not a prediction or financial recommendation.

The model uses constant real rates and user-entered assumptions. It does not calculate taxes, Social Security benefits, required minimum distributions, sequence-of-return risk, market volatility, Monte Carlo probabilities, insurance needs, or a recommended portfolio. Use the results to prepare questions for qualified financial, tax, legal, insurance, and healthcare professionals.

Read the calculation method and sources