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:

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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8 Ways to Win at Budgeting - Like A Boss

Ever wonder where all the money goes, live paycheck to paycheck or find yourself running low on cash? Here are some ideas for getting your finances where you want them.

Personal Finance, Budgeting

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Rural vs Urban Living - Budgets and Net Worth

Thinking of moving someplace far away? Here are the differences between rural and urban living in terms of budget, housing, net worth and lifestyle.

Personal Finance, Budgeting

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The Best Timing for a Remodel May Be Opposite What You Think

Let’s test the theory that waiting for a recession is the best time to pay for that $60k kitchen remodel. Sure the price will be cheaper but what about losing out on gains that come ...

Family and Finances, Homes and Real Estate

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