Compound interest: the 8th wonder of the world
Albert Einstein (probably apocryphally) called compound interest "the most powerful force in the universe." The math is boring; the result is astonishing. $500/month at 7% for 30 years = $612,000. Of that, only $180,000 is your contributions. The remaining $432,000 is interest on interest on interest.
The rule of 72 (quick mental math)
To estimate doubling time, divide 72 by your rate. At 7%, money doubles every ~10.3 years. At 10%, every 7.2 years. At 4% HYSA, every 18 years. Useful for napkin math.
Why "start early" matters more than "invest more"
A 25-year-old who invests $5,000/year for 10 years then stops ends up with MORE at age 65 than a 35-year-old who invests $5,000/year for 30 years straight. Time in the market beats timing the market.
Typical return assumptions
- S&P 500 long-term: ~10% nominal, ~7% after inflation (real return)
- Diversified stock/bond portfolio: 6-8% nominal
- High-yield savings (HYSA): 4-5% in 2026, but taxable
- Treasury bonds (10-year): 4-5% tax-advantaged at state level
- TIPS (inflation-protected Treasuries): ~2% real above inflation
- Crypto: Highly variable. Don't use this for retirement planning.
Real returns vs nominal returns
When you read "S&P 500 returns 10% historically," that's nominal (before inflation). Real returns (inflation-adjusted purchasing power) average 6-7%. Use nominal for retirement projections but adjust your target retirement number for inflation too — $1M in 2055 has the purchasing power of about $500k today at 2.5% inflation.
Compounding frequency doesn't matter much
Monthly vs daily compounding on a 7% rate for 30 years differs by less than 1%. The marketing hype around "daily compounding" on savings accounts is mostly marketing. What matters: the rate itself, contribution amount, and time.