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Design Your Plan

Features Of Your Free Planning Account


More Features Of Your Free Planning Account


<strong>Automate budgeting with an easy to use tool</strong>

Automate budgeting with an easy to use tool

  • Aggregate accounts from over 8,000 financial institutions
  • Automated expense categorization
  • Create and monitor cash flows with ease
<strong>Escape debts sooner using the debt analyzer</strong>

Escape debts sooner using the debt analyzer

  • Compare different payoff plans
  • Dial the debt payment up and down
  • Quantify the impact of different debt pay-off strategies
<strong>Create a robust retirement plan using advanced Monte Carlo simulations</strong>

Create a robust retirement plan using advanced Monte Carlo simulations

  • Switch between cash flow and goal based planning
  • Build in stress tests and what-ifs
  • Customize your own return assumptions
<strong>Manage tax liability with detailed tax estimate</strong>

Manage tax liability with detailed tax estimate

  • Detailed 1040 projection including Schedules A, B, and D
  • Show AMT calculation, taxable Social Security, rental property, and more
<strong>Optimize Social Security</strong>

Optimize Social Security

  • Calculate the PIA including delay credits, early penalties, and inflation adjustment
  • Includes retirement, spousal, survivor, and child benefits
  • Reflects the annual earnings test, family max adjustment, and government pension offsets
<strong>Work with Annuities with guarantees</strong>

Work with Annuities with guarantees

  • Illustrate fixed, indexed, and variable annuities
  • Reflect annuitization or lifetime income benefits
  • Highlight the value of an annuity using customized up, down, and volatile market scenarios

And much more!


Your free account portal with customized access


PDF reports          Task management          Document vault to share files securely         Customized planning

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