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:

  • March 25, 2019
  • by Emily

Trying to Time the Stock Market Is Like Gambling

You’ve heard the advice: buy low and sell high. Easier said than done. Our brains are designed to fall for the idea of timing the market. We break it down and outline better approaches.

Financial Literacy, Risk Reduction

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Are Flexible Spending Accounts Killing Your Retirement Benefits?

Flexible spending accounts give you a tax break in the short term but come with some drawbacks, including the fact that they reduce your social security benefits. We ran the numbers and went in depth ...

Personal Finance

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Working with Your Spouse to Develop a Budget

In a relationship it is easy to get into arguments over budgets and spending. Especially personal spending your partner doesn't see the value of. Here are some tips to keep in mind as you work ...

Family and Finances, Budgeting

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What Is Dividend Investing?

Dividend investing is an investment strategy in which stocks with a high dividend yield and strong financial position are preferred in order to generate regular income and minimize volatility.

Financial Literacy

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Climbing the Economic Ladder and Why It Gets Easier as You Go

The myth is true - the more wealth a person has the easier it is for them to get even more. This post breaks down the reasons why and shows you how to get a ...

Personal Finance, Budgeting

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