Is there a strategy for choosing which accounts to draw money from?
I am more concerned with safeguarding my assets for the next generation, how does that impact my plan?
Do I have enough money saved up for retirement?
How do I even begin?
What are Roth conversions, and how do I plan for them?
How much can I reasonably spend in retirement, based on my financial situation?
What is an estate plan? What is the difference between a will and a trust?
What kind of market drop can I survive?
Ready to find your pace?
Unsure if your retirement savings are on track? We’ll help you feel confident with strategies to implement and factors to monitor.
Worried about falling short? We’ll equip you with strategies to implement and factors to monitor.
Take the stress out of financial planning! We make it easy and understandable. Our algorithms are created by CERTIFIED FINANCIAL PLANNERTM, and explanations are made by ChatGPT.
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Understand if you are on track and discover strategies to maintain or improve your financial pace.
Learn the extend of market drops you can withstand.
Compare different claiming strategies to maximize your benefits.
Explore what Roth conversions are and how they might benefit your future
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Get a detailed examination of the drivers of your future taxes.
Compare different claiming strategies to maximize your benefits.
Utilize the War Chest concept to navigate future bear markets.
Understand proper estate planning, including the differences between a will and a trust.
You can do this! We use AI to explain concepts in plain English, making financial planning easy for everyone to understand. Our focus is on simplicity-you can use estimates for everything, so you don’t have to waste time digging through paperwork for exact figures.
Thanks to our technology, we’re able to offer comprehensive financial plans for under $100. Even if you gain just one benefit from the plan, it will be well worth it!
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