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Two-person planning
Use separate ages, retirement dates, earned income, Social Security benefits, and longevity assumptions.
More than a retirement balance.
Nest Egg models the moving parts that determine whether a plan remains workable over decades.
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Complete income picture
Include Social Security, pensions, annuities, other income, current savings, and ongoing contributions.
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Long-range projection
See projected investment assets from today through retirement and the survivor's path to age 100.
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Survivor modeling
Test what happens after the first death, including spending changes and which income sources continue.
Change an assumption. See the effect.
Retirement becomes easier to discuss when the consequences of each decision are visible.
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Model retirement timing
Compare the impact of retiring earlier or later for either person.
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Test spending and income
See how household spending, dependable income, and inflation shape the required portfolio draw.
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Adjust investment assumptions
Use separate pre-retirement and post-retirement returns to test more conservative or optimistic paths.
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Preserve and share scenarios
Your entries save automatically. Export a scenario, import it later, or print the projection for discussion.
Retirement is a household story.
A projection should not stop at the first retirement date—or assume both people follow the same path. Nest Egg keeps separate timelines for each person and follows the household through the survivor years.
Separate retirement ages and earned-income periods
Larger Social Security benefit retained after first death
Selectable continuation of pension and other income
Survivor spending modeled independently
A better way to guide the conversation.
Nest Egg helps advisors move beyond a single success percentage. Clients can see the assumptions, understand the projected path, and discuss the decisions that matter most.
Make Nest Egg feel like part of your practice.
A branded edition can feature your logo, firm colors, contact information, and website—keeping your firm at the center of the planning experience.
Your retirement picture should be understandable.
Open Nest Egg, enter your assumptions, and see how savings, income, spending, retirement timing, and survivor planning work together.
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