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:

  • January 18, 2019
  • by Emily

Budgeting for Chaos - When Life Gets Random

How do we manage our finances when things are not going well? Here are some ideas for realistically budgeting when life is coming at you fast.

Budgeting

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  • January 10, 2019
  • by Emily

Credit Cards vs Debit Cards Compared - Risk and Rewards

Even though they look the same, credit and debit cards have a different set of risks and benefits. Here’s a deep dive into how the two types of plastic in your wallet work behind the ...

Financial Literacy

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Give Yourself a Raise by Deferring Your Income

One on the neatest things you can do for yourself financially is to give yourself a raise courtesy of the IRS. Contributing to a tax deferred retirement account is a special form of saving money ...

Financial Literacy, Net Worth

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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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