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Below is just one example of how the FC Retirement Calculator plugin for WordPress might look (and work) when displayed in the content area of a website or blog. You can select from 4 predefined sizes or customize it as needed. Installation is simple. More below...»

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Your Brand Name Here
Retirement Savings Calculator

  Original Size  
Use these shortcodes in the page's content editor for above result:
[fcretiresavingsplugin sc_size="medium" sc_custom_style="No" sc_add_link="Yes" sc_brand_name="Your Brand Name Here" sc_hide_resize="No" sc_current_age="28" sc_retire_age="66" sc_current_savings="22000" sc_rate="5.5" sc_goal_amt="1100000.0"]

This plugin is also available for download at WordPress.org Plugin Directory

This plugin easily answers this question, "How much do I need to save or invest each month to reach my retirement goal?". The calculator quickly answers the question using input from your visitors and creates a detailed schedule with projected date based investments and charts. A site's users can select their own currency and date convention used in the investment schedule. This is ideal if your site attracts visitors from around the globe. Select from four predefined sizes or modify CSS file to customize size and change colors. Supports touch devices and a responsive designed website. The FC Retirement Savings Calculator Plugin is based on and uses code from this site's Retirement Savings Calculator.

Rebranding with your site's brand name is supported and encouraged.

The plugin may be

  1. used in a post or page's content area via a shortcode; or
  2. used in a sidebar widget area; or
  3. called from any template file.

Installation

  1. Either
    1. upload the fc-retirement-savings-calculator folder with all its files to the /wp-content/plugins/; or
    2. unzip the plugin's zip file in the /wp-content/plugins/  folder.
  2. Activate the plugin through the Plugins -> Installed Plugins menu in WordPress

Usage

There are 3 mutually exclusive ways you can deploy the calculator to an individual page (though you can use all three methods on different pages within a site):

  1. Add the shortcode [fcretiresavingsplugin] in the content area of your page or post and configure shortcode parameters.
  2. Add the following code to your template where you want the calculator to appear.
    • <?php show_fcretiresavings_plugin(); ?>
  3. If you are using widgets, just add the plugin to the sidebar through the Appearance -> Widgets menu in WordPress. Be sure to click Save.

Shortcode parameters

  • sc_size= "tiny" | "small" | "medium" | "large"
  • sc_custom_style= "No" | "Yes"
  • sc_add_link= "Yes" | "No"
  • sc_brand_name="Your Name"
  • sc_hide_resize= "No" | "Yes"
  • sc_current_age=
  • sc_current_savings=
  • sc_invest_amt=
  • sc_rate=
  • sc_goal_amt=

Shortcode Examples:

Copy and paste to page's or post's content area.

First example includes all options.

Optional array parameter passed to
show_fcretiresavings_plugin()

This can be copied and pasted to a template part.

Valid values for options are the same as the shortcode above.

Notes:
  1. If you want to add your brand to the calculator, the _add_link option must be set to "Yes".
  2. When branding, your brand name will be added before "Retirement Calculator".
  3. If _custom_style is set to "Yes", the plugin will load fin-calc-widgets-custom.css located in the plugin's CSS folder. If you set the option to "Yes" without making any changes, the calculator will change to a horrendous red which indicates the custom css is being used.
  4. The plugin is built and tested on HTML5/CSS3 pages. (DOCTYPE XHTML 1.0 Transitional has been tested as well.)
  5. The plugin requires jQuery v1.9.1 or better (but not v4). If your WordPress site does not load it, this plugin will. If your WordPress has been installed or updated since Feb. 4, 2013, it should have the correct version.
  6. max-width: large: 440px, medium: 340px, small: 290px, tiny: 150px
Questions? Problems? Compliments? :)
Tell me how you made out installing the plugin. If you have any issues with it, you can provide a link to your page in the comment and I'll take a look. Or, for that matter, if you want to show this site's visitors how you are using the plugin, you can leave a link for that reason as well.

4 thoughts on “retirement-savings-calculator-plugin

  1. Hi,

    We’ve tried to use the calculator on our website

    https://wealth-monitor.com/features/wm-in-the-classroom/wms-retirement-calculator/

    However, the chart and savings schedule pop up doesnt seem to work

    Kindly help
    Fareem

    • I’m sorry you are having a problem. Thanks for the link, sending one helps. Are you familiar with the browser console? I see there are some errors on the page? I doubt if anyone of them is causing the problem, but they would be good to clean-up anyway.

      I think what must be happening is something on the page has a high z-index that is blocking the calculator’s overlay. Are you familiar with CSS and making changes?

  2. Hey Karl,

    Great plugins! How can change the currency as the site owner. I’ve already removed the option for the user to change it but would like to change it from defaulting to Dollars to use South African Rands instead.

    • Thanks for the follow-up details Russel. This can be done, but it is a bit of a hack.

      Find the file in the plugin’s JS\ folder named interface.RETIRE-SAVINGS-WIDGET.min.js.

      Open it with any standard text editor. In line 7 (the lines wrap, so line 7 is many rows down the page) you’ll find text that looks like this:

      CCY_CONVENTIONS=[{sep:”,”,dPnt:”.”,ccy:”$”,ccy_r:””}

      Change above to look like this:

      CCY_CONVENTIONS=[{sep:” “,dPnt:”.”,ccy:”R”,ccy_r:””}

      Basically, notice that the "$" sign is replaced with the "R" and the comma is replaced with a space. If you don’t see this in the file, I would search on "CCY_CONVENTIONS=".

      Good luck!

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