Your complete financial picture, simplified.
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See your financial future. Avoid surprises.
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Create a goal on the left and set your monthly savings amount to start your plan.
Make smarter moves. Keep more of your money.
See the estimated tax impact of selling an investment before you act. This tool uses the First-In, First-Out (FIFO) method.
| Shares | Price / Share ($) | Date Acquired |
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Decide between Traditional (pre-tax) and Roth (post-tax) contributions by modeling their future growth.
Your financial planning and tracking co-pilot.
Add a debt to get started!
Pays highest interest first. Saves the most money.
Payoff Date: -
Total Interest: -
Total Paid: -
Pays smallest balance first. Builds momentum.
Payoff Date: -
Total Interest: -
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Enter a monthly budget to see your payoff plans.
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Add debts and log payments to see your updated forecast.
Use historical data and Monte Carlo simulation to visualize your financial future.
Total must be 100%.
Compare investment outcomes by adjusting the parameters below. The graph will update automatically.
(S&P 500 historical avg. ~11.5%)
(S&P 500 historical avg. ~17.5%)
(Monthly Contribution)
(Baseline for comparison)
(Investment period duration)
Adjust variables to project your portfolio's future value in today's dollars.
Baseline return & volatility are based on 50+ years of historical data.
Savings are reinvested.
Poor Outcome (10th)
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Lower Quartile (25th)
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Median Value (50th)
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Upper Quartile (75th)
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Success Rate
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