Celebrate the milestone. Plan with confidence.
Could One Big Celebration Change Your Retirement Plans?
- Compare celebration budgets. Test spending options in Wealth Coach.
- Consider other priorities. Explore potential effects on college savings, retirement, and your family’s goals.
Plan the celebration you want, with a clearer picture of what you can comfortably spend.
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Example: A Bar/Bat Mitzvah celebration
The celebration budget could change your retirement date.
Compare two budgets for a meaningful family celebration.
Scenario A$75,000 celebration · 2028
Scenario B$50,000 celebration
- Projected retirement age
- 6362
- College funding
- 92%101%
- Lowest accessible cash
- $35,000$60,000
- $10,000 vacation
- Fully fundedFully funded
The smaller budget keeps projected retirement one year earlier.
College funding above 100% means projected resources exceed the stated funding goal. It is not a probability of success.
Plan a meaningful celebration. See how the budget affects your other goals.
Illustrative projections for a sample household. Your results will depend on your circumstances and assumptions.
See it in action
Explore your options. See how different assumptions could affect your goals.
Why it matters
Plan the celebration alongside your other goals.
Sophisticated financial modeling. Available whenever you need it.
Explore how celebration costs could affect your retirement, available cash, and other financial goals using your own financial information.
Be confident in your decisions
See how different budgets could affect your goals before the deposit is due, so you can plan the celebration your family wants with confidence.
Planning ahead
Make room for a meaningful celebration.
Compare celebration budgets, savings and timing to understand their potential financial impact. You decide which tradeoffs fit your family’s priorities.
Your family’s plan
Explore what fits alongside your other goals.
Consider savings, family contributions and payment plans as you plan the celebration. Wealth Coach illustrates potential outcomes using your financial information and assumptions.
Start by seeing where you stand. Free.
Your financial overview is free. Use Premium or an eligible trial to explore how this decision could affect your goals.
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3–5 minutes
Create your initial financial profile in as little as 3–5 minutes.
Your own numbers
Personalized insight into how you’re tracking.
Build it once. Use it for every “what if?” that comes next.
See where you standWe built the financial decision tool we couldn’t find.
Wealth Coach combines highly customizable financial scenarios with approximately 250,000 interconnected formulas to help you understand how one decision could affect your other financial goals.
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Create your initial financial profile in as little as 3–5 minutes.
Wealth Coach provides illustrative projections. Not financial advice.
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