This Generational Wealth Builder tool is designed to help families and individuals plan for long-term wealth accumulation that can be passed down through generations. It incorporates various features that allow users to input their income, savings, and investment goals, and it calculates the potential growth of wealth over time, factoring in compound interest and different … Read more
Family Finance Coordinator Family Finance Coordinator Family Member Name: Monthly Income ($): Monthly Housing Cost ($): Monthly Groceries Cost ($): Monthly Transportation Cost ($): Monthly Utilities Cost ($): Monthly Healthcare Cost ($): Other Monthly Expenses ($): Monthly Savings Goal ($): Submit Family Member’s Financial Data
Personal Inflation Tracker Personal Inflation Tracker Monthly Housing Cost ($): Monthly Groceries Cost ($): Monthly Transportation Cost ($): Monthly Healthcare Cost ($): Monthly Entertainment Cost ($): Expected Annual Inflation Rate (%): Track Inflation
Inflation Impact Simulator Inflation Impact Simulator Initial Amount of Money ($): Expected Annual Inflation Rate (%): Expected Annual Investment Growth Rate (%): Number of Years: Simulate Inflation Impact
Green Investment Portfolio Builder Green Investment Portfolio Builder What is your monthly income? What is your primary investment goal? Select your goalSave for RetirementSave for a Short-Term Goal (1-3 years)Build Long-Term Wealth What is your risk tolerance? Select your risk toleranceLowModerateHigh Which green investment categories are you interested in? Renewable EnergySustainable AgricultureClean Water TechnologiesElectric VehiclesGreen … Read more
Financial Anxiety Reduction Tool Financial Anxiety Reduction Tool How would you rate your current level of financial anxiety? Select your anxiety levelLowModerateHigh What are your main financial goals? Select your goalsCreate a BudgetBuild Emergency SavingsPay Off DebtStart InvestingSave for Retirement What is your biggest financial concern? Get Stress-Relief Strategies
Income Diversification Planner Income Diversification Planner What is your monthly income? What is your risk tolerance? Select your risk toleranceLowModerateHigh How many years do you plan to invest? Generate Diversification Plan
Enhanced Micro-Investment Advisor Enhanced Micro-Investment Advisor What is your monthly income? What is your risk tolerance? Select your risk toleranceLowModerateHigh What is your micro-investment goal? Select your goalSave for RetirementSave for a Short-Term Goal (1-3 years)Build Long-Term Wealth How much can you invest per month? Expected Annual Return Rate (in %): How many years do … Read more
Enhanced Financial Habit Builder Enhanced Financial Habit Builder What is your primary financial goal? Select your goalBuild an Emergency FundCreate and Stick to a BudgetPay Off DebtStart or Increase Investing What is your monthly income? What are your total monthly expenses? How much of your income do you currently save each month (in percentage)? If … Read more
Enhanced Social Security Strategy Planner Enhanced Social Security Strategy Planner What is your current age? At what age do you plan to retire? What is your current annual income? What are your estimated monthly Social Security benefits? What is your estimated life expectancy? What is your marital status? Select your marital statusSingleMarriedDivorcedWidowed Do you have … Read more
