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:

  • 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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10 Ways to Instantly Improve Your Budget

Budgeting can be a bit of a challenge. It’s on ongoing effort to manage your money on a monthly basis. If you find you are struggling with yours, here are a few ways to instantly ...

Budgeting

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  • October 23, 2018
  • by Emily

How to Improve Your Bottom Line by Eliminating High Interest Debt

Debt is a useful tool to meet personal and financial goals like homeownership or going to college. But interest, especially if the rates are high, can cripple your efforts to pay off loans and make ...

Personal Finance, Budgeting

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Asset Allocation Categories - What You Can Bet On

This post explains the investment categories that are commonly found in funds and prospectuses. These asset classes come with complex risk/benefit calculations and can be used to tailor a portfolio to the nth degree.

Financial Literacy, Net Worth

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How to Maximize Your Social Security Benefits in Less Than 140 Characters

The answer in 140 characters: Work 35+ years, earn the maximum, wait as long as possible to retire, minimize income in retirement, avoid state taxes, stay alive.

Personal Finance

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