The Family Office
Retirement Calculator
Use our interactive calculator to plan for your retirement with confidence.
Achieve an affluent retirement with The Family Office
Our expert advisors help you navigate the complexities of retirement planning, ensuring a smooth and confident journey toward financial independence.
Heritage Wealth Planning
We create a plan to help manage your inherited wealth while aligning it with your retirement goals, supporting long-term financial well-being.
Meeting Your Retirement Goals
Our Retirement Calculator defines your goals, helping you understand how much funds you need and the steps to achieve them.
Personalized Investment Strategies
Our tailored strategies are designed to align with your unique goals, guiding you towards financial independence.
Start Planning for Your Retirement Today
Our Retirement Calculator helps you estimate your projected retirement income and understand how close you are to your retirement goals. Adjust your preferences to visualize your future financial security.
Choose your top priorities to adjust your retirement plan
How Does Our Retirement Calculator Help You?
1. Estimate Your Retirement Needs: Understand how much you need to invest to work towards financial independence based on your goals and lifestyle.
2. Create a Personalized Investment Plan: Receive tailored recommendations to grow your wealth and efficiently reach your retirement targets.
3. Explore Scenarios: Test different outcomes by adjusting variables like monthly contributions, investment returns, or retirement age.
4. Track Your Progress: Visualize your financial journey with clear insights into how your investments align with your long-term goals.
Frequently Asked Questions
Still have questions? Visit our FAQ page.
Retirement planning is about creating a clear roadmap for your financial future. It’s not just about saving money but ensuring you can maintain your desired lifestyle after you stop working. By setting financial goals and aligning them with a tailored investment strategy, you can have the freedom to live comfortably during your golden years.
If you still have any questions, don't hesitate to contact our team of experts.
Learn more about retirement planning
Education - 4 min
The Great Reset: Why 2026 Could Be a Vintage Year for Private Equity
The past two years have tested private equity investors. Deal activity slowed as financing conditions tightened and transaction volumes fell,[1] exits became more difficult to execute,[2] and valuation gaps between buyers and sellers widened, causing sponsors to hold assets longer rather than sell at discounted prices.[3]Yet periods like these tend to reshape opportunity rather than eliminate it. As 2026 begins, signs point to private equity entering a reset phase. Valuations have adjusted, capital remains available, and deal activity is beginning to recover. Historically, such environments have marked the starting point for attractive private equity vintages.
Feb 3, 2026
Market Insights - 3 min
In Search of Data: Fed Decision January 2026
In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.[1]
Jan 20, 2026
Education - 3 min
Beyond Public Markets: Building Resilient Portfolios in 2026
Public markets have rarely been quiet, yet the level of uncertainty investors are navigating today feels different. Interest rates remain elevated compared to the post-2008 era, geopolitical risks continue to surface, and market sentiment shifts quickly. Volatility is no longer an exception. It has become part of the baseline.For decades, the 60/40 portfolio offered a simple answer to this uncertainty. Equities delivered growth, bonds provided balance, and diversification did the rest. That framework worked well in an environment of falling rates and expanding liquidity. As we move toward 2026, its limitations are increasingly visible.
Jan 13, 2026
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