New in Mezzi: Planning for retirement

Use Mezzi AI's new personalization capabilities to start planning for retirement.

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To get the most accurate guidance, follow these simple steps:

🎯 Set your retirement preferences

Access personalization from the upper right of your AI Chat tab and enter key details:

• Current age
• Target retirement age
• Expected annual spending in retirement
• Anticipated tax rate in retirement
• Planned retirement location

Takes less than a minute but makes your insights significantly more valuable.

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💡 Get personalized guidance

With your preferences set, try asking Mezzi AI questions like:

"What are the risks of my current investment strategy for retirement?"

• Identify areas of high risk
• Steps to diversify

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"Am I on track to retire at my target age?"

• Determine how much you'll need at retirement
• Get suggestions for optimizing your portfolio allocation

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"What should I invest in to boost retirement income?"

• Discover opportunities to boost dividend yield
• Learn about tax-efficient withdrawal strategies

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"What should I invest in to retire earlier?"

• Get portfolio rebalancing suggestions
• See how different market scenarios might impact your plan

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🔄 Keep your plan current

Markets change. Life changes. Tax rules change. Your retirement plan should too. Update your preferences whenever your situation shifts to keep getting relevant guidance.

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💡 Pro tips

Ask AI Chat for more detail or specific suggestions. Be sure to update your preferences as your situation changes.