Release Notes
See what's new, what's improved, and what's been fixed in Retirementize.
What's New in Retirementize
We're continually improving Retirementize to make retirement planning easier, clearer, and more useful.
Stress-Test & Historical Data
Explore how changing economic conditions could affect your retirement plan with the updated Monte Carlo Stress-Test.
- View the inflation and investment growth rates used in your simulations to better understand each scenario.
- Choose historical data as an alternative to randomized simulations, with historical replay options for Canada and the United States.
- Updated randomized simulation assumptions, including market volatility and the duration of bear markets and crisis periods.
Smarter Suggestions on the Results Page
The Suggestions Helper now uses your projected results to highlight opportunities and help you decide what to review next.
- Receive suggestions based on your retirement projection, alongside reminders to complete missing plan information.
- Review suggestions in a floating panel on the Results page, with critical suggestions opening automatically.
- Dismiss suggestions you have reviewed and restore them using a reset link that shows how many suggestions were dismissed.
Summary Dashboard
A new summary dashboard gives you a compact overview of your retirement plan and quick access to your planning tools.
- See your retirement target, projected net income, and legacy together in a concise overview.
- Review charts for income and withdrawals, net worth, and taxes directly from the dashboard.
- Open the summary through Dashboard and your detailed projections through Results.
FIRE Planner
The new FIRE Planner helps you explore financial independence and early retirement.
- Explore how changes to your retirement plan could help you work toward financial independence and retiring early.
- Investment optimization includes setup guidance and a link to the Investments page. Set an investment contribution, including $0, to enable the option.
Retirementize Launch
Retirementize is now available with a complete set of retirement planning tools designed to help you build, analyze, and improve your retirement plan.
- Build a personalized retirement plan based on your age, location, retirement goals, income, savings, investments, pensions, and property.
- Support for retirement planning in both Canada and the United States.
- Model government and employer pensions, including CPP, OAS, Social Security, and defined-benefit pensions.
- Add registered and non-registered savings and investment accounts.
- Include your home, rental properties, mortgages, and other real estate.
- Add major future events such as inheritances, gifts, education, weddings, travel, and other expenses.
- Set different retirement income targets for your Go-Go, Slow-Go, and No-Go years.
- Explore alternative retirement scenarios using What-If analysis.
- Test retirement outcomes using Monte Carlo simulations.
- Build and manage a detailed retirement budget.
- Analyze your projected savings and retirement income over time.
- Generate retirement reports and download your planning data.
- Retirement planning results are presented through interactive charts and visual summaries.
- Retirement assumptions can be adjusted to better reflect your individual circumstances.
- Planning tools are organized into dedicated sections to make your retirement plan easier to manage.
- The Retirementize interface is designed to work across desktop, tablet, and mobile devices.
- Numerous usability, navigation, and layout improvements throughout the application.
- Improvements to plan calculations, data handling, and account management.
More Improvements on the Way
Retirementize is continuously evolving. Check back here for future features, improvements, and important updates.
Ready to Build Your Retirement Plan?
See what Retirementize can do for your retirement planning.
Create Your Plan