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Retirement Planning: Pre-Tax vs. Roth
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Tip of the Month: Have a Will

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Tip of the Month: See if You’re on Track

Posted: July 16, 2025

Knowing whether you are on track for retirement can help you understand if you need to make modifications to your savings strategy. Many plan providers have access to retirement income projection tools and wellness scores on their websites, so logging into your retirement account is a great place to start. However, if you are looking for a quick, general benchmark of how you’re doing, check out this calculator from Nerdwallet. You can modify the data on the left to see if you have a gap in what you’ll need for a comfortable retirement.

Educational use only.