Reach Your Financial Goals

Become financially organized with these three easy-to-use tools.

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Track Your Net Worth
Track Your Net Worth

The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.

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Set Goals and Plot a Course
Set Goals and Plot a Course

The Income Spending Simulator helps plot your financial course, lifestyle choices, and retirement scenarios.

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Setup a Budget and Monitor Spending
Setup a Budget and Monitor Spending

The Home Budget Tracker helps you manage day to day spending and achieve your financial objectives.

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About Wealth Meta

At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.

We Promote Financial Literacy

Recent Blog Posts:

How to See Through an Investment Sales Pitch

A friendly voice offers to sell you an investment that will make you rich, smart and good looking. It doesn’t matter what it is - an annuity, a mutual fund, a stock, some sort of ...

Financial Literacy, Risk Reduction

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  • December 7, 2018
  • by Emily

How Net Worth Differs from Retirement Planning

Your retirement plan is an important part of your overall financial picture… just as your net worth is. There is some overlap between the two, but also some very important differences. You cannot rely on ...

Financial Literacy, Net Worth

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The Rent Spiral - Why Rent Goes Up So Much

Rents always seem to be going up. Why can’t rents stay the same? This painful phenomenon has a name - the rent spiral. If you are renting you are riding it. Let’s explore the reasons ...

Homes and Real Estate

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  • November 19, 2018
  • by Emily

Taking Advantage of Perks for First-Time Homebuyers

If you’re looking into buying a home, here’s what you should know about first-time homebuyer programs. Think this doesn’t apply to you? Read on… the government’s definition of "first-time homebuyer" is much broader than you ...

Homes and Real Estate

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  • November 8, 2018
  • by Emily

So You Won the Lottery - Is the Lump Sum Payment Best?

Woohoo! We all love dreaming about winning the lottery… but if you win is it better to take the lump sum or the annuity (in which you get a certain amount per year for a ...

Financial Literacy

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