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Home Budget
Tracker-
Home Budget Tracker - helps you manage day to day spending. Use it to input receipts, track account balances, stick to your budget, and reconcile statements. Designed to be used by individuals and couples on the go at any stage of life.
Coming in late 2019!
Syncs across all devices.
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Net Worth
Dashboard-
Net Worth Dashboard - where you organize your overall investment portfolio across all your accounts. It computes your current asset allocation (% stocks, % bonds) and compares that to your goals. Assets with publicly traded ticker symbols (stocks, ETFs, and mutual funds) get automatic price updates. Also supports "off line" assets like private funds, individual bonds, and even collectibles.
Works on mobile, tablet and desktop.
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Income/Spending
Simulator-
Income Spending Simulator - projects the course of your financial life. It is useful when considering career changes, major lifestyle choices and retirement (how soon and how wealthy). For numbers oriented people it can be fun to play with as it is designed to be open-ended. The compare mode shows you what a specific change would have on cash flow, asset appreciation, and ending net worth.
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Financial Literacy Blog Blog
Our latest posts on financial literacy. Helping households manage their finances with ease and confidence.
Wealth Meta
https://www.wealthmeta.com/
- June 28, 2019
- by Michael
Is Lump Sum Versus Dollar Cost Averaging Better?
Let’s say you have $12,000 cash to invest in the markets. What is the best way to deploy that money - all at once or spread out over time? It depends on your risk tolerance. Our calculators shed some additional light on the subject.
- June 28, 2019
- by Michael
Is Lump Sum Versus Dollar Cost Averaging Better?
Let’s say you have $12,000 cash to invest in the markets. What is the best way to deploy that money - all at once or spread out over time? It depends on your risk tolerance. ...
- June 14, 2019
- by Emily
How Asset Allocation Is Related to Net Worth and Risk
Do you know what your net worth is, where it is allocated, and how much risk you are carrying? This post shows how three families with very different asset allocations fare over a five year ...
- May 7, 2019
- by Ashley Chorpenning
Negotiation Tactics That Can Boost Your Financial Security
Do you lack negotiation skills and assertiveness? If so then car dealerships, employers and loan sharks want to work with you! You are leaving money on the table and lining their pockets by not sharpening ...
- 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.
- February 27, 2019
- by StojFinance
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.
- February 13, 2019
- by Michael
Understanding Total Cost of Ownership - Ignore and Pay the Price
The other day a light bulb in my office burned out. Even though LEDs bulbs were more expensive up front I analyzed the available options and ended up saving $192.06 over 5 years!
- 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 ...
- December 31, 2018
- by Michael
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 ...
- December 15, 2018
- by Michael
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 ...
- 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 ...
- 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 ...
- October 16, 2018
- by Michael
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.
- August 11, 2018
- by Emily
Nine Types of Wealth You Can’t Measure with Money
What does it mean to be wealthy? Most financial advisors will give you a narrow definition - it’s all about how much money you have. Wealth equates to "an abundance", but if money is prioritized ...
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