Reach Your Financial Goals

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

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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.

Build Your Budget
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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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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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.

Upgrade Your Financial Literacy

Recent Blog Posts:

Understanding IRAs: The Complete Guide

IRAs, or Individual Retirement Accounts, are essentially savings plans that come with considerable tax breaks. Do not confuse them with investments. Instead, think of them as a safety deposit box where you can store paper …

Personal Finance

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Must Read Personal Finance Books

Here is our list of top personal finance books you absolutely must read. Personal finance books explain precious tips to establish your productive relationship with money.

Financial Literacy

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ARM vs a Fixed-Rate Mortgage

When you get a mortgage there are two main types to consider. Do you want to take a loan with a fixed or adjustable rate? What are the advantages and disadvantages of both?

Risk Reduction, Homes and Real Estate

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What to Look for When Buying a Used Car

Buying a used car can be a risk if the car has many mechanical issues. For the sake of your budget you want to make sure you are not buying a money pit that needs …

Personal Finance, Risk Reduction

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Ways to Let Your Kids Inherit Your House Tax-Free

When it comes to passing on inheritance, there are ways to do it tax-free. Specific tools, like a gift asset, a trust, or a will goes a long way in helping your heir avoid taxes.

Homes and Real Estate

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