Use Mezzi AI's new personalization capabilities to start planning for retirement.
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
"What should I invest in to boost retirement income?"
- Discover opportunities to boost dividend yield
- Learn about tax-efficient withdrawal strategies
"What should I invest in to retire earlier?"
- Get portfolio rebalancing suggestions
- See how different market scenarios might impact your plan
🔄 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.
💡 Pro tips
Ask AI Chat for more detail or specific suggestions. Be sure to update your preferences as your situation changes.
