The Home Budget Tracker helps you manage day to day spending and achieve your financial objectives.
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Set Goals and Plot a Course
The Income Spending Simulator helps plot your financial course, lifestyle choices, and retirement scenarios.
Track Your Net Worth
The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.
Upgrade Your Financial Literacy
- Our blog has new articles every 1-2 weeks.
- We have several financial calculators. Our favorites are the saving for retirement calculator, and the will you outlive your money calculator.
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Recent Blog Posts:
- May 23, 2024
- by Michael
The Solo 401(k) Mistake That Can Cost You $250/day
If you have a Solo 401(k) that is worth more than $250k or was terminated make sure to file your 5500-EZ with the IRS or face fines of $250/day!!!
- March 23, 2024
- by Angela
What Is Mortgage Insurance and How to Avoid
Mortgage insurance is an annoying charge some first time home buyers might see as part of their payment. It can eat into your budget and make homes less affordable. Getting out of it is possible …
- February 13, 2024
- by Angela
Crowd Sourced Real Estate Investing
A new trend in real estate investing is somewhere between owning a property outright and buying a REIT ETF or mutual fund. It is called “crowd-sourced” real estate investing.
- January 21, 2024
- by Wealth Meta Admin
2023 Results for CPI, Stocks, Bonds - Calculators Updated
Our calculators have been updated with 2023 data for CPI, S&P 500, bond, and cash returns.