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:

Is it a Hobby or a Business - Tax Implications and Perks

Do you have a hobby that creates a bit of cash flow? In this post we explore the gray area between a hobby and business and the tax considerations both situations.

Personal Finance

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  • September 4, 2019
  • by Emily

Costs and Benefits of Preschool vs College

We all expect college to be expensive, and many parents spend over a decade saving for their children’s college fund. But what about preschool, how much does it really help a child over their lifetime?

Family and Finances

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The Inverted Yield Curve and How Well It Predicts a Recession

A description of yield curves, what it means when they invert, and a table of historical yield curve inversions with associated market tops and recessions.

Financial Literacy

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A Reverse Bucket List for Financial Freedom

When it comes to financial goals, avoiding certain things can be just as important as taking action on others. Here are some things NOT to do when it comes to financial freedom.

Personal Finance

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How to Drop the Financial Baggage Your Parents Gave You

Your parents may have taught you how to ride a bike or drive a car but did they teach you how to properly manage your finances? Many parents are guilty of loading up their kids …

Family and Finances

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