Take Charge Of Your Finances
Quote by Benjamin Franklin: “If you fail to plan, you plan to fail”
Product Features
Our innovative features will help you create a solid financial plan.
Interactive Financial Planning
Create a financial plan in as little as 10 minutes
Track if you’re on pace to hit your retirement goals
Innovative tax efficient distribution strategies
Medicare Planning
Social Security optimization
Estate Planning
Student loan planning
Budgeting and Debt Management
Track If You’re On Pace For Retirement
Run Monte Carlo Simulations
Goals based and Cash Flow based planning
Build in stress tests and what if scenarios
Customize your own rate of return assumpations
Equity Return Modeling
Bond Return Modeling
Innovative Tax Strategies
Detailed 1040 projections including schedules A,B, and D
Show amt calculations, taxable social security, rental property
Show IRA contributions and Roth conversions
Illustrate optimal withdrawal strategies from qualified account
Student Loan Planning
Determine the most efficient repayment plan
Illustrate income-driven repayment strategies
Illustrate public service loan forgiveness
Loan consolidation strategy
Refinancing strategies
Optimize Social Security
Illustrate early retirement, full retirement, and delayed retirement
Taxation on social security benefits
Government pension offset
Spousal and widow(er) benefits
Survivor and Child benefits
Medicare Planning
Approaching age 65? Options for enrolling in medicare
Understanding Part A, B, D + MediGap
The enrollement period and coverages
Medicare Tips on minimizing out of pocket expenses
Budgeting
Link your Bank Accounts and Credit Cards in one place
Access your Budgeting Tool from our mobile app
Set goals and track your budgeting progress
Create and monitor your cash flows with ease
Estate Planning
Effective use of Trust strategies to reduce taxes
Pass more of your assests to your heirs or charity
Funeral and Probate Expenses
Interactive Estate Flow Chart
Debt Management
Compare different debt pay off plans
Simulate the effects of paying off highest interest rate debts first
Simulate the effects of paying off smallest debts first
Quaantify the impact of different debt pay off strategies
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Our plans are month to month with NO CONTRACTS