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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 soon!
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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Risk Reduction Blog Blog
Our latest posts on risk reduction. Helping households manage their finances with ease and confidence.
Wealth Meta
https://www.wealthmeta.com/
- April 5, 2021
- by Angela
Building an Emergency Fund for Peace of Mind
Have you ever had a sudden expense that you did not expect? The question is not if but when. The next question is, how can you pay for a sudden expense? That is the purpose of an emergency fund: to make sure you can focus on the problem at hand and not end up with a financial emergency on top of a life emergency.
- April 5, 2021
- by Angela
Building an Emergency Fund for Peace of Mind
Have you ever had a sudden expense that you did not expect? The question is not if but when. The next question is, how can you pay for a sudden expense? That is the purpose …
- February 26, 2021
- by Ashley
How to Dispute an Error on Your Credit Report
If you notice a blemish on your credit report that doesn’t belong to you, you might be wondering how to dispute the error on your credit report. Fortunately, there are several institutions in place designed …
- October 2, 2020
- by Michael
What If Your Parents Are Not Able to Retire
Studies have shown that a third of boomers and seniors have no retirement savings. Read on to discover how to start the conversation and help get your parents to the best position possible as they …
- August 15, 2020
- by Michael
Ways to Limit Risk for Ordinary People
The following concepts will help you look at investment risk as well as expected return, and some basic and free ways to limit your risk.
- November 22, 2019
- by Ashley
Are You Making These 8 Costly 401k Mistakes?
In order to enjoy a comfortable retirement, it’s vital you save as much as possible. If you want to maximize your retirement reserves, here are the most common 401(k) mistakes to avoid.
- April 5, 2019
- by Michael
Will Social Security Run Out of Money? Graphs and Stats Here
Many Americans are doubtful of ever getting their Social Security benefits. They have good reason to be worried. The system is already running a deficit and is on schedule to be depleted in 2034. We …
- 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.
- January 31, 2019
- by Ashley
Here's the Real Retirement Killer: Inflation
Consumers spend their lifetime working toward that magic number that will allow them to retire. Unfortunately, many pre-retirees leave out an important detail that could cost them a large portion of their retirement savings.
- 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 …
- July 6, 2018
- by Michael
What a Legal Expert Has to Say About Popular Scams and Con Games
When it comes to money, if it seems unusual or too good to be true, it means you are being targeted by a scammer. This post explains a few scams relying on financial ignorance that …
- March 30, 2018
- by Michael
Five Ways to Protect Yourself from Identity Theft
Identity thieves are out to steal your personal information so they can borrow in your name, access your benefits, or drain your accounts before you notice. There are a few simple steps you can take …
- September 18, 2017
- by Michael
Overdraft Protection - What Banks and Thieves Love
If a thief gets into your checking account, they can drain your checking account plus your savings account if overdraft is turned on. Overdraft may not be worth the risk if you have even a …
- July 22, 2017
- by Emily
Lock Your Digital Windows and Doors: Basics of Digital Security
It today's world financial security and digital security go hand and hand. Here are a few basics for keeping yourself and your data secure from hackers and identity thieves.
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