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Decide that you want a bigger retirement? Get a big raise and want to increase your savings amount to retire sooner? All you have to do is log in and update your plan with your new target retirement date or amount. We’ll adjust your portfolio and plan accordingly.
When do you want to retire? What type of lifestyle do you want in your retirement? How much have already started saving? We’ll get just personal enough so that you can have a near-accurate estimate for your financial plan.
When retirement is decades away, you can afford to take more risk to increase your portfolio’s exposure to growth. And then, as your retirement approaches, we'll decrease your risk exposure to protect your assets. That way, you’re ready with the assets you need when you need them.
We’ll build you a realistic monthly investing plan so that you can easily maintain the discipline it takes to stay on track. That way, you can retire on your terms, not someone else’s.
Investment fees add up, and could cost you hundreds of thousands of dollars over time
* There is no minimum balance that you must maintain as a StashAway account holder.